53 min
#43 Wealth Management Essentials w/ David McClellan, Partner, Forum Financial Management, LP Ultra High Net Worth Clients with Chris Brodhead
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- Business
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
David McClellan (https://www.forumfinancial.com/profile/david-mcclellan/), shares his journey from a technology and consulting background to establishing a successful financial advisory practice with Forum Financial. McClellan highlights his approach to adding value as a fiduciary, the importance of relationships, leveraging personal passions for business growth, and the shift towards virtual client engagements.
In this episode, Chris and David discuss:
1. Authenticity in Advisor-Client Relationships
2. Using A Client-Centric Approach
3. Overcoming Retirement Fear
4. The Importance of Building Virtual Relationships
LinkedIn: https://www.linkedin.com/in/davidmcclellan/ Website: https://www.forumfinancial.com/
Twitter: https://twitter.com/wethorn
Articles: https://www.kiplinger.com/author/david-mcclellan
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
David McClellan (https://www.forumfinancial.com/profile/david-mcclellan/), shares his journey from a technology and consulting background to establishing a successful financial advisory practice with Forum Financial. McClellan highlights his approach to adding value as a fiduciary, the importance of relationships, leveraging personal passions for business growth, and the shift towards virtual client engagements.
In this episode, Chris and David discuss:
1. Authenticity in Advisor-Client Relationships
2. Using A Client-Centric Approach
3. Overcoming Retirement Fear
4. The Importance of Building Virtual Relationships
LinkedIn: https://www.linkedin.com/in/davidmcclellan/ Website: https://www.forumfinancial.com/
Twitter: https://twitter.com/wethorn
Articles: https://www.kiplinger.com/author/david-mcclellan
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
53 min