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/

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.

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

Meredith Schneider (https://www.schneiderwealth.com/), is the founder of Schneider Wealth Management. Meredith has been in the financial industry for 26 years and discusses her unique path from serving in the army to becoming a prominent financial advisor. She highlights her transition to independent advising, the importance of digital marketing, and offers insights for women in the finance industry. The conversation also touches on Meredith's dedication to continuous personal and professional growth.

In this episode, Chris and Meredith discuss:
1. Gender Dynamics in the Army vs. Financial World
2. The Evolution of Work-Life Balance
3. The Unexpected Reach of Digital Footprints
4. Content Strategies for Advisors

LinkedIn: https://www.linkedin.com/in/meredith-schneider-cfp-wealth-management/

Website: https://www.schneiderwealth.com/

Twitter: https://twitter.com/mhschneider

Instagram: https://www.instagram.com/schneiderwealth


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/ ⁠⁠

Chris Manske (https://manskewealth.com/), shares his journey from a military background to establishing his own successful RIA. Manske shares his experiences, emphasizing discipline learned from the military, targeting niche markets, the importance of mentorship, and strategic client and partner relationship building. Manske also shares his strategies for practice growth, highlighting a focus on distinct client demographics like consultants and athletes, along with a discussion on the trials of transitioning from a wirehouse to an independent firm and the essential philosophy of hard work and perspective.


In this episode, Chris Brodhead and Chris Manske discuss:
1. Maximizing Your Networking Potential
2. The Baker's Dozen Approach To Networking
3. Choosing Your Advisory Path: Mentorship or Independence?
4. A Veteran's Perspective on Hard Work

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

Website: https://manskewealth.com/

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

Twitter: https://twitter.com/ManskeWealth

Chris’s Book: https://manskewealth.com/prepared-investor-book/

Article: https://ceoworld.biz/author/christopher-manske/



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/⁠


Paul Carroll (https://www.avionwealth.com/) is the CEO of Avion Wealth, LLC, and a highly successful financial advisor managing over $750 million in assets. He shares insights from his early days, his time in the Air Force, his education, his disillusion with traditional finance roles, and how he eventually found his calling in creating a consultative financial advisory firm. He discusses the importance of mentorship, his firm's pivot during the 2008 recession, and how targeting C-suite executives and successful business owners with a growth mindset became the key to his success. Carroll also covers the significance of content marketing, establishing credibility, the role of professional networks like EO in business growth, and his commitment to providing value beyond traditional financial advising.

In this episode, Chris and Paul discuss:
1. Understanding Multiple Markets in Wealth Management
2. Attracting C-Suite Clients
3. Facts On Entrepreneurship
4. Building Trust and Relationships with Business Owners

LinkedIn: https://www.linkedin.com/in/pauljcarroll/
Website: https://www.avionwealth.com/
Twitter: https://twitter.com/AvionWealth/status/1565376475662090241
Instagram: https://www.instagram.com/avionwealth
Paul Carroll’s Books: https://www.amazon.com/stores/author/B01DOLTGPG/allbooks?ingress=0&visitId=b6c4f7fb-b329-484b-b52b-05cbcbeaff74




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/



Franklin J. Parker (https://directional-advisors.com/⁠) is a financial advisor with a unique background. Franklin shares his journey from growing up on a cattle ranch and pursuing a music degree to accidentally becoming a financial advisor during the 2008 financial crisis. Despite facing challenges, Franklin stuck with finance and developed a passion for providing hyper-customized investment management and financial planning. He discusses the transition from traditional financial advising towards a goals-based approach that caters to individual client needs. Franklin also talks about his experiences working in a family office, the importance of meaningful conversations with clients, and how entrepreneurship is a powerful force.



In this episode, Chris and Franklin discuss:

1. Challenges in Financial Planning and Scalability

2. The Power of Hiring Experts

3. Navigating the Complexity of Business Ownership

4. The Art of Networking: Beyond Who You Know



Books Mentioned:

1- The Sun Also Rises by Ernest Hemingway (https://www.amazon.com/Sun-Also-Rises-Ernest-Hemingway/dp/0743297334)

2- For Whom The Bell Tolls (https://www.amazon.com/Whom-Bell-Tolls-Ernest-Hemingway/dp/0684803356)



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

Website: https://directional-advisors.com/

Twitter: https://twitter.com/FranklinParker1

Twitter (company): https://twitter.com/DirectionalAdv

Research: https://franklinparker.com/research/






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/

Daniel Beck (https://401go.com/), CEO and co-founder of 401GO shares the creation of his company, and the complex and time-consuming process of setting up a 401k for businesses. How it serves as a marketing tool for financial advisors. Dan shares his journey, from his entrepreneurial start to the creation of a business, explaining the need to realign the incentives in the industry and bring financial wellness to the masses. Further, Dan emphasizes the importance of having a solid support network, such as a partner or mentor, when starting a business.

In this episode, Chris and Daniel discuss:
1. The Value of Taking Risks in Entrepreneurship
2. Embracing Frugality for Entrepreneurial Freedom
3. Navigating Entrepreneurship with Family Life
4. Rethinking Retirement and 401k

LinkedIn: https://www.linkedin.com/in/danielgbeck/
Website: https://401go.com/
Twitter: https://twitter.com/401GOtoday

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.