Ultra High Net Worth Clients with Chris Brodhead Chris Brodhead

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠


Amy N. Mullen (https://www.linkedin.com/in/amynmullen/) is a CFP and the President of Money Quotient, Inc. Amy shares the importance of integrating the emotional and psychological aspects of money into financial planning. She shares insights on how financial advisors can enhance client trust, satisfaction, and motivation by adopting a holistic, values-based approach.

In this episode, Chris and Amy discuss:
1. Pioneering Research in Financial Behavior
2. Improving Financial Literacy
3. Growing Your Practice
4. Why Legacy Matters


LinkedIn: https://www.linkedin.com/in/amynmullen/ 

Website: https://www.moneyquotient.com/

Twitter: https://twitter.com/amynmullen?lang=en 

Facebook: https://web.facebook.com/moneyquotient


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/


Bill Cates, CSP, CPAE (https://referralcoach.com/ ) is the president of Referral Coach International and founder of The Cates Academy for Relationship Marketing. Bill discusses the importance of referrals, niching down, and creating a strong personal connection with clients. He emphasizes staying adaptable and the future role of AI in financial advising, sharing insights from his 30-year experience and upcoming projects.

In this episode, Chris and Bill discuss:
1. Growing Financial Practices Through Relationship Marketing
2. The Importance of Niching Down
3. Leveraging Referrals
4. Adapting to Digital Advancements


LinkedIn: https://www.linkedin.com/in/billcates/

Website: https://referralcoach.com/

Coaching: https://referralcoach.com/advisor-coaching/

Twitter: https://twitter.com/bill_cates?lang=en

Facebook: https://www.facebook.com/ReferralCoach

YouTube: https://www.youtube.com/user/ReferralCoach

Books: https://www.amazon.com/stores/Bill-Cates/author/B000APY8EEref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true

Blog: https://referralcoach.com/blog/

Podcast: https://podcasts.apple.com/us/podcast/top-advisor-podcast/id1565150284


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/

Ron Gross (https://mgo-inc.com/) shares his journey from accountant to a leading figure in retirement and 401k planning. Ron discusses the evolution of his firm, OneSeven, and how he has helped clients grow their wealth over time, often from modest beginnings. He emphasizes the importance of giving back through his work and philanthropy. Ron reflects on the challenges of growing a financial advising firm, the power of networking, and his approach to client relationships. He also touches on his future plans and the importance of finding purpose beyond work.

In this episode, Chris and Ron discuss:
1. Navigating Business Success with EOS
2. Leaky Tires and Growth Mindsets
3. The Impact of Giving Back
4. The Untapped Opportunity in Retirement Planning

LinkedIn: https://www.linkedin.com/in/mgorongross/

Website: https://mgo-inc.com/ , https://onesevenadvisor.com/

Facebook: https://www.facebook.com/ron.gross.315/


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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠https://UHNWC.com/⁠⁠


Damon King (https://www.linkedin.com/in/millionaireadvisor/), is a certified financial planner and wealth manager at Chappelwood Financial Services. King shares his journey from struggling with credit card debt in his early twenties to becoming a successful financial advisor dedicated to helping people achieve financial security. He emphasizes the value of providing genuine help to clients and the impactful role of passion in achieving personal and professional success. The episode also touches on King's background in entertainment and its influence on his financial advising career.

In this episode, Chris and Damon discuss:
1. The Journey from Passion to Success
2. Tips for New Advisors
3. The Power of Storytelling in Finance
4. Providing Value Before Seeking Returns

LinkedIn: https://www.linkedin.com/in/millionaireadvisor/
Website: https://www.chappelwood.com/
Twitter: https://twitter.com/damonmking1
Facebook: https://www.facebook.com/damon.king.5439/
Radio Show: https://www.financialdiva.com/radio-show
Podcast:
https://hubhopper.com/podcast/its-all-about-the-money-honey/46539

https://podcasts.apple.com/us/podcast/its-all-about-the-%24money-honey/id1128500472




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/

Mattew Filik (https://www.clearfocusfinancial.com/⁠), is a certified financial planner from Clear Focus LLC. Matt shares his journey in the financial advisory field, starting in 2009, building a team, and managing $300 million in assets. The discussion covers the importance of celebrating milestones, offering a diversified service model, and maintaining a team approach to manage client relationships and expectations.



In this episode, Chris and Matt discuss:

1. Strategies for calming clients

2. Significance of the advisor-client relationship

3. Adapting to clients' evolving interest

4. The Future Shift in Wealth Management Preferences


LinkedIn: https://www.linkedin.com/in/matthewfilik/

Website: https://www.clearfocusfinancial.com/

Facebook: https://www.facebook.com/ClearFocusFinancialInstagram: https://www.instagram.com/clearfocusfinancial/

Books Mentioned:

https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573


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.