Ultra High Net Worth Clients with Chris Brodhead

Chris Brodhead
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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. 4天前

    #161 Building the Blueprint for Global Open Banking w/ Chris Michael, Co-CEO of Ozone API

    Tired of clunky, outdated banking systems? Chris Michael, Co-CEO of Ozone API, helped design the UK’s original open banking standards — now copied and adapted worldwide. Today, Ozone provides banks and regulators with the infrastructure to make open banking and open finance work seamlessly, securely, and at scale.In this episode, Chris shares the journey from engineering and digital marketing to shaping global financial standards, how Ozone grew from a proof of concept into a trusted partner for 100+ institutions, and his vision for the future of open finance.📌 Topics Covered:• How the UK’s open banking framework became a global blueprint• Why APIs are transforming how consumers and fintechs securely connect with banks• Real-world use cases — from small business accounting to instant credit card payments• How Ozone partners with core banking providers, consultants, and regulators worldwide💡 Learn more about Ozone API: https://ozoneapi.com⸻🔗 Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcast⸻⚖️ DISCLAIMERThe 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.

    18 分钟

  2. 5天前

    #159 Cracking the Code of Hormones: How PROOV Helps Women Thrive with Dr. Amy Beckley

    Most women are told to “just wait” when struggling with fertility, miscarriages, or perimenopause. Dr. Amy Beckley — scientist, survivor, and Co-Founder of PROOV — is changing that narrative. After facing her own infertility and recurrent miscarriages, Amy uncovered how little the medical world understood about hormones. Today, her company PROOV empowers women to track their hormone health at home, from first period to last, giving them clarity, solutions, and ownership over their bodies.In this episode, Amy shares her powerful personal journey, why progesterone and hormone balance are essential, and how hormone testing can transform fertility, productivity, and quality of life. Whether you’re planning for a family, navigating perimenopause, or simply want to understand the “fifth vital sign” of women’s health, this conversation will open your eyes.📌 Topics Covered:• Why the medical system fails women in fertility and hormone care• How PROOV helps women track and balance hormones at home• The hidden $32B cost of perimenopause on the workforce• Why the menstrual cycle should be considered the “ultimate health metric”💡 Learn more about PROOV: https://proovtest.com⸻🔗 Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcast⸻⚠️ DisclaimerThe 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.

    16 分钟

  3. 8月18日

    #158 Becoming the Shopify of Trust w/ Andrew McLeod, Co-Founder & CEO of Certn

    Tired of slow, outdated background checks? Andrew McLeod, Co-Founder & CEO of Certn, is on a mission to reimagine trust in hiring, identity verification, and global mobility. Under his leadership, Certn has grown into one of Canada’s fastest-scaling tech companies — backed by Deloitte’s Fast 50, LinkedIn Top Startups, and KPMG’s Canadian Tech Innovator awards.Andrew shares how Certn is transforming a broken system, why speed and candidate experience matter more than cost, and his vision of building the “Shopify of Trust” to make background checks fast, seamless, and reusable worldwide.📌 Topics Covered:• Why the hiring process is broken — and how Certn is fixing it• How global background checks went from weeks to minutes• The role of trust, identity, and compliance in scaling a business• Andrew’s dream of making Certn a Canadian tech success story💡 Learn more about Certn: https://certn.coFollow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDISCLAIMERThe 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.

    17 分钟

  4. 8月14日

    #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 分钟

  5. 8月11日

    #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 分钟

  6. 8月7日

    #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 小时

  7. 8月6日

    #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 分钟

  8. 7月24日

    #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 分钟
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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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