Ultra High Net Worth Clients with Chris Brodhead

Chris Brodhead
Ultra High Net Worth Clients with Chris Brodhead

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. 2 NGÀY TRƯỚC

    #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 phút

  2. 6 NGÀY TRƯỚC

    #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 phút

  3. 26 THG 6

    #141 Turning Parking Lots Into Beautiful Power Plants w/ Scott Franklin, Founder & CEO, Lumos Solar

    Scott Franklin (https://www.linkedin.com/in/scott-franklin-7a653b19/) is the Founder & CEO of Lumos Solar, a Colorado firm turning carports, canopies, and facades into high-performance solar generators. A former professional rock climber, Scott now applies the same grit to building architectural solar that looks as good as it performs—powering brands like Porsche while keeping cars and people shaded. In this episode, Chris and Scott cover: How overhead solar carports can meet 100 % of U.S. power demand Why aesthetics—not tech—are the real barrier to solar adoption The business math that makes shade, energy, and EV charging a triple win Modular “solar-as-building-material” solutions for architects and owners Connect with Scott & Lumos Solar: Website: https://lumossolar.com LinkedIn: https://www.linkedin.com/in/scott-franklin-7a653b19/ X: https://x.com/scottfranklin 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 only. It is not an offer to buy or sell securities. Investing involves risk of loss. Always consult a qualified advisor before making financial decisions.

    26 phút

  4. 26 THG 6

    #142 How Tech Is Reinventing the CPA–Client Relationship w/ David Snider, Founder & CEO, Harness Wealth

    David Snider (https://www.linkedin.com/in/sniderdavida/) is the Founder & CEO of Harness Wealth, a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate professionals. After stints at Bain Capital and Compass—where he helped raise $300 M and reach a $1.8 B valuation—David set out to fix the fragmented tax experience for equity owners and growing businesses. In this episode, Chris and David cover: Why most founders miss huge tax-planning opportunities—and how Harness closes the gap The tech stack that lets CPAs spend less time chasing documents and more time advising Harness’s marketplace model: matching clients to vetted specialists without big-firm markups Lessons from Bain & Compass on scaling trust-based advisory businesses Connect with David & Harness Wealth: Website: https://www.harness.co LinkedIn: https://www.linkedin.com/in/sniderdavida/ X: https://x.com/davidsniderhw 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 for general information purposes only. This content is not intended to be and should not be construed as an offer to buy or sell any securities or other investments. Investing involves risk, including the possible loss of principal. Investors should be prepared to bear potential losses and should carefully consider their own investment objectives, risk tolerance, financial situation, and needs before making any investment decision. Past performance is not indicative of future results. Always consult with a qualified financial, legal, or tax professional before implementing any strategy discussed herein.

    22 phút

  5. 26 THG 6

    #117 The Discipline of Stock Selection w/ Adrian Davies, President - Portfolio Manager, Woodstock Corporation

    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Adrian G. Davies (https://www.linkedin.com/in/adriandavies1/) is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm’s Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business services stocks and directs the firm’s information technology strategy. In this episode, Chris and Adrian discuss: 1. Why Most People Ignore Portfolio Managers—Until They Don’t 2. Building Lasting Client Relationships in Wealth Management 3. Navigating Market Cycles 4. Word-of-Mouth Growth LinkedIn: https://www.linkedin.com/in/adriandavies1/ Website: https://www.woodstockcorp.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.

    32 phút

  6. 26 THG 6

    #140 Training CEOs for the AI & Blockchain Era w/ Jerry Luftman, Founder, Global Institute for IT Management

    Jerry Luftman, Ph.D. (https://www.linkedin.com/in/luftman/) is Founder & Managing Director of the Global Institute for IT Management. After 22 years at IBM—culminating as CIO—he built one of the world’s largest Information Systems programs at Stevens Institute of Technology, then launched GIIM to close the leadership gap between fast-moving tech and slower-moving organizations. His Strategic Alignment Maturity Model is used by one-third of Global 1000 firms, and his annual IT-trends study is an industry benchmark. In this episode, Chris and Jerry cover: Why AI & blockchain projects stall—and the fixes that work The four leadership skills every technologist needs in 2025 Co-branding executive programs with universities and enterprises Using the Strategic Alignment Maturity Model to measure digital readiness Connect with Jerry: LinkedIn: https://www.linkedin.com/in/luftman/ Website: https://www.globaliim.com Books: https://www.amazon.com/Competing-Information-Age-Align-Sand-ebook/dp/B0054WBO3G?ref_=ast_author_mpb 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 only. It is not an offer to buy or sell securities. Investing involves risk of loss. Consult a qualified advisor before making decisions.

    18 phút

  7. 25 THG 6

    #64 Mastering Financial Planning for Doctors w/ Robert Schultz, Certified Financial Planner, Artisan Capital Partners

    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. He is a Certified Financial Planner currently connected with Artisan Capital Partners, formerly NWF Advisory. In this episode, Chris and Robert discuss: 1. Helping Clients Manage Saving vs. Spending Conflicts 2. Growing Your Practice Through Educational Seminars 3. Working with Negative Net Worth Clients 4. How to Help Your Clients Transition from Debt to Wealth LinkedIn: https://www.linkedin.com/in/rob-schultz-cfp%C2%AE-cdfa%C2%AE-9315513a/  Website: https://www.robschultzwealth.com/        https://www.artisancap.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.

    44 phút

  8. 18 THG 6

    #137 Leading Through Tech Disruption w/ David Anderson, Founder & CEO, Off Madison Ave

    David W. Anderson is the CEO & Founder of Off Madison Ave, a strategic marketing agency generating $2M+ in monthly revenue. With over 25 years of experience and four successful acquisitions under his belt, David helps companies thrive through innovation, team leadership, and high-impact decision-making. He also serves as Advisory Board Chair at LighthousePE and is the former Global Chair of the Entrepreneurs’ Organization (EO). In this episode, Chris and David discuss: Why visionary leaders must think five steps ahead How AI and global talent are reshaping business operations What separates A-players from support players in modern teams Why most companies are failing to adopt fast enough How to future-proof your business with the right tools and people Connect with David: LinkedIn Website Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram TikTok YouTube Facebook Twitter iTunes Spotify Website Work with us 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.

    29 phút
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Giới Thiệu

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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