Ultra High Net Worth Clients with Chris Brodhead

Chris Brodhead
  • 5.0 (6)
  • BUSINESS
  • UPDATED DAILY

Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful business owners in the world to hear exactly how they maximized their marketing, amplified their Assets, and CLOSED their biggest clients! I've been helping business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012! If you are a business owner looking to grow your business this is the podcast for you!

  1. 2D AGO

    #157 How Keeper Is Disrupting Tax Prep for High-Earners & Small Business Owners w/ David Kang

    Tired of TurboTax and outdated accounting software? David Kang, Founder & CEO of Keeper — a tech-enabled tax preparation service pairing clients with top accountants while using AI to automate the busywork.David shares how Keeper has grown to serve 40,000+ clients a year, why 75% of accountants retiring soon is a massive opportunity, and how their platform helps high-earners and small business owners save time, money, and headaches. 📌 Topics Covered: Why most tax prep software is broken The shortage of quality accountants (and what it means for you) How AI is changing the tax industry The future of tax prep for high-income professionals and small businesses 💡 Learn more about Keeper: https://www.keepertax.com Follow Ultra High Net Worth Clients & Host Chris Brodhead Website: ⁠https://www.ultrahighnetworthclients.com⁠ Spotify: ⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr ⁠iTunes: ⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠ YouTube: ⁠https://www.youtube.com/@uhnwc ⁠ Instagram:⁠https://www.instagram.com/ultrahighnetworthclients⁠ TikTok:⁠https://www.tiktok.com/@ultrahighnetworthclients⁠ Facebook: ⁠https://www.facebook.com/UHNWCPodcast⁠ Twitter: ⁠https://twitter.com/uhnwcpodcast⁠ Disclaimer The views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

    19 min

  2. 5D AGO

    #151 Building the World’s Largest Customer Database w/ Bastian Bergmann, Founder & COO, Solsten

    Bastian Bergmann ( https://www.linkedin.com/in/bergmannbastian/⁠ ) fuses psychological science with AI to help global brands truly understand their customers. As Cofounder and COO of Solsten, he turns deep audience insights into healthier, high‑performing experiences. In this episode, Chris and Bastian discuss: Slashing user‑acquisition costs by 25% with psychology‑led ads The new moderation trend and what it means for product design Building data‑rich personas in minutes instead of months Lessons from spinning out five venture‑funded startups in three years Connect with Bastian Website: https://solsten.io/ LinkedIn: https://www.linkedin.com/in/bergmannbastian/ Follow Ultra High Net Worth Clients & Host Chris Brodhead Website: https://www.ultrahighnetworthclients.com Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 YouTube: https://www.youtube.com/@uhnwc Instagram: https://www.instagram.com/ultrahighnetworthclients TikTok: https://www.tiktok.com/@ultrahighnetworthclients Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast DISCLAIMER The views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

    50 min

  3. AUG 7

    #149 How to Hook Viewers in 10 Seconds w/ Jim Dubensky, Co‑Founder/Director & Writer, Get Real Content

    Jim Dubensky (https://www.linkedin.com/in/jimdubensky/) is the creative force behind Get Real Content, where he turns Fortune‑500 storytelling into scroll‑stopping video. With two decades on shows for Apple+, Discovery, MTV/VH1, and YouTube Red, Jim now helps brands capture that same binge‑worthy magic—on any budget. In this episode, Chris and Jim discuss: TV “act‑break” tricks that hook viewers in the first 10 seconds Stretching a $50K budget to look like $500K on screen Why authentic people beat polished actors in today’s feeds Navigating AI, TikTok, and the future of branded content Connect with Jim Website: https://getrealcontent.com/ LinkedIn: https://www.linkedin.com/in/jimdubensky/ Follow Ultra High Net Worth Clients & Host Chris Brodhead Website: https://www.ultrahighnetworthclients.com Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 YouTube: https://www.youtube.com/@uhnwc Instagram: https://www.instagram.com/ultrahighnetworthclients TikTok: https://www.tiktok.com/@ultrahighnetworthclients Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast DISCLAIMER The views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

    1 hr

  4. AUG 6

    #75 Overcoming the Challenges of Starting Out w/ Andrew Betts, Partner, Bickling Financial Services

    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Andrew Betts (https://bickling.com/) is a Certified Financial Planner and is a Partner and a Financial Advisor at Bickling Financial Services. Bickling Financial Services, located in Lexington, Massachusetts, was founded in 1984 to provide financial advisory and asset management services to individuals and families.  Andy keeps business owners and managers on track by researching and evaluating investment choices to help management maintain the optimum investment menu in each plan. In this episode, Chris and Andrew discuss: 1. Planting Seeds for Long-Term Growth: The Power of Patience 2. How Financial Advisors Can Learn from ‘The Big Short’ and 2008 3. Women Pioneers in Finance 4. Bringing Psychology into Financial Planning LinkedIn: https://www.linkedin.com/in/andrewhbetts/  Company LinkedIn: https://www.linkedin.com/company/bickling-financial-services/people/  Website: https://bickling.com/  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.

    36 min

  5. JUL 24

    #145 Building a Fiduciary Firm Clients Trust w/ Stephen Nelson, Partner and Senior Wealth Manager, Mills Wealth Advisors

    Stephen Nelson (https://www.linkedin.com/in/stephen-nelson-cfp/) is Partner & Senior Wealth Manager at Mills Wealth Advisors, guiding business owners through complex financial decisions with a $450 million AUM perspective. His fiduciary mindset, deep investment discipline, and process-driven approach turn entrepreneurial success into generational security. In this episode, Chris and Stephen discuss: Why a unanimous three-person investment committee beats knee-jerk trades The move from broker-dealer sales culture to true fiduciary service A simple referral prompt that fuels high-quality client growth Building 75 percent standardized, 25 percent personalized client experiences Connect with Stephen Website: https://www.millswealthadvisors.com/stephen-nelson/ LinkedIn: https://www.linkedin.com/in/stephen-nelson-cfp/ Instagram: https://www.instagram.com/smartmoneystephen Twitter: https://x.com/smartmoneysn YouTube: https://www.youtube.com/@SmartMoneyStephen TikTok: https://www.tiktok.com/@smartmoneystephen Facebook: https://www.facebook.com/StephenCFP Follow Ultra High Net Worth Clients & Host Chris Brodhead Website: https://www.ultrahighnetworthclients.com Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 YouTube: https://www.youtube.com/@uhnwc Instagram: https://www.instagram.com/ultrahighnetworthclients TikTok: https://www.tiktok.com/@ultrahighnetworthclients Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast DISCLAIMER The views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

    24 min

  6. JUL 19

    #144 From Higher-Ed to High-Value Planning w/ Nev Kraguljevic, Financial Planner, Elephant Corner Financial

    Nev Kraguljevic, MBA, CSLP® (https://www.linkedin.com/in/nevkraguljevic/) is a Serbian-born financial planner at Elephant Corner Financial who spent 25 years inside higher-ed before pivoting to personal finance. Today Nev combines deep knowledge of student-loan rules, small-business cash flow, and inclusive planning to help medical-practice owners, immigrants, and LGBTQ+ families convert six-figure debt into long-term wealth. In this episode, Chris and Nev explore: 1-From higher-ed career to fee-only planning pivot 2- Student-loan strategies for medical small-biz owners 3-“Value-first” sales method that makes prospects ask to sign 4-Serving LGBTQ+, immigrants & first-gen wealth builders Connect with Nev:Website: https://www.elephantcornerfinancial.com/ https://guidingwealth.com/nev-kraguljevic/LinkedIn: https://www.linkedin.com/in/nevkraguljevic/ Maximize your marketing, close more clients, and amplify your AUM by following us on:Instagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsYouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastiTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.comWork with us: https://famousfounder.com/fa DISCLAIMERThis content is provided by Chris Brodhead and Ultra High Net Worth Clients podcast (“UHNWC”) for general informational and educational purposes only. Nothing contained herein is, or should be construed as, individualized investment, legal, tax, accounting, or other professional advice, and it is not an offer to buy or sell—or a solicitation of an offer to buy or sell—any securities, financial instruments, or other investments. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results; historical returns, expected returns, or projections may not reflect actual future performance. Before making any financial decisions, you should conduct your own due diligence and consult a qualified professional who understands your specific situation, objectives, and risk tolerance. UHNWC, its hosts, guests, and associated entities expressly disclaim all liability for any direct or indirect loss or damage incurred by any person who relies on the information presented.

    37 min

  7. JUL 1

    #139 Flat Fee vs 1 % AUM: The Future of Advice w/ Shawn Ballinger, Founder, Columbus Street Financial Planning

    Shawn Ballinger (https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/) is the Founder of Columbus Street Financial Planning, an Ohio-based, fee-only RIA overseeing $100 M in assets. After two decades advising high-net-worth families, Shawn launched his own firm in 2019 to prove that comprehensive wealth management shouldn’t cost 1 % of a client’s portfolio. A U.S. Army National Guard veteran and past President of the FPA of Central Ohio, Shawn now serves 75+ households on a complexity-based flat fee—delivering full-spectrum planning without the sticker shock. In this episode, Chris and Shawn discuss: Scaling from zero clients to $100 M AUM in five years on a flat-fee model Pricing tiers by complexity—and knowing when to raise fees Organic growth through COIs, Kiwanis service, and community outreach Why 50 % of great advising is client education When a solo advisor should hire an intern, paraplanner, or full-time staff Connect with Shawn: LinkedIn: https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/ Website: https://columbusstreetfin.com/ Email: shawn@columbusstreetfin.com 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 general information purposes only. It is not an offer to buy or sell any securities or investments. Investing involves risk of loss. Discuss all decisions with a qualified advisor, considering your goals, needs, and risk tolerance.

    29 min

  8. JUN 27

    #134 How a Side Hustle turned into a $300 Million Business w/ Brian Moran, Co-Founder & Chief Strategy Officer, SamCart

    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Brian Moran (https://www.brianmoran.com/) is the CEO and co-founder of SamCart, a company that provides training products and tools to business owners looking to use facebook to grow their business or brand. Prior to founding SamCart, Moran was the CEO and founder of Get 10,000 Fans, a company that provided training products and tools to business owners looking to use facebook to grow their business or brand. Before Get 10,000 Fans, Moran was the CEO and founder of Train Baseball, a company that trained baseball players and coaches how to play the game of baseball better. In this episode, Chris and Brian discuss: 1. Bringing Fortune 500 Power to Everyday Entrepreneurs 2. Ditching Annual Goals for Weekly Wins 3. What Entrepreneurs Get Wrong About Productivity 4. Why Vision Matters More Than Strategy LinkedIn: https://www.linkedin.com/in/brian-moran-13836115/  Website (company): https://www.samcart.com/                (personal): https://www.brianmoran.com/ Facebook: https://www.facebook.com/followbrian/  Instagram: https://www.instagram.com/brianmoran13/  X: https://x.com/realbrianmoran  TikTok: https://www.tiktok.com/@samcartfounder  YouTube: https://www.youtube.com/@BrianMoranSC  Podcast: https://open.spotify.com/show/2sYCLoGePAGp0etV2OtI8F 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.

    40 min
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About

Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful business owners in the world to hear exactly how they maximized their marketing, amplified their Assets, and CLOSED their biggest clients! I've been helping business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012! If you are a business owner looking to grow your business this is the podcast for you!

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