Episoder
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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/scottfranklinMaximize 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/faDISCLAIMER: 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.
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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/davidsniderhwMaximize 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/faDISCLAIMER: 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.
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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.
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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_mpbMaximize 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/faDISCLAIMER: 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.
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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.
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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
WebsiteMaximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram
TikTok
YouTube
Facebook
Twitter
iTunes
Spotify
Website
Work with usDISCLAIMER: 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.
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Tarun Aleti (https://www.linkedin.com/in/tarun-aleti/) is the Co-Founder & Chief Product & Technology Officer at PartRunner, a last-mile logistics platform helping construction, HVAC, electrical, and industrial companies move big and bulky materials with ease. With operations across 12 Mexican states and headquarters in Austin, PartRunner is scaling fast through technology, strategic fleet partnerships, and a first-mover advantage.
In this episode, Chris and Tarun discuss:
Why the “Uber for logistics” model is working in Mexico
How to scale a last-mile delivery platform without owning any trucks
What makes the big & bulky market so complex - and profitable
The operational lessons from serving 50+ routes per day
LinkedIn: https://www.linkedin.com/in/tarun-aleti/
Website: https://logistics.partrunner.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/4Guqegm2CVqkcEfMSLPEDrWebsite: 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.
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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Real estate rebel Hilary Saunders (https://www.side.com/) is a co-founder of Side and serves as its Chief Broker Officer. In this role, she’s on a mission to challenge industry norms and elevate standards for the Side Community and beyond. She brings 20 years of industry experience to the table. Before starting Side, she operated a boutique real estate brokerage and a law firm specializing in real estate transactions. She holds B.A. degrees in Communications, German, and Accounting from the University of San Diego, along with J.D. and LL.M. Taxation degrees from Golden Gate University.
In this episode, Chris and Hilary discuss:
1. From Set-It-and-Forget-It to Hands-On Growth
2. Behind the Scenes of High-Performing Real Estate Businesses
3. Own Your Brand, Own Your Future
4. The Business Ownership Model
LinkedIn: https://www.linkedin.com/in/hilaryhedemark/
Website: https://www.side.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.
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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Tim Newton is the CEO & Wealth Manager at Newton Financial Solutions, LLC (https://www.newtonfinancialsolutions.com/). Newton Financial Solutions was born in 2007 when Tim and John Newton decided to pursue their dream of running a joint practice in the financial services industry. Tim wants to improve his clients’ lives by finding the right solution and encouraging them to be lifelong partners in their own financial plan.
In this episode, Chris and Tim discuss:
1. Building Wealth by Putting People First
2. Client-Centered Advisory
3. Leveraging Referrals Without Solicitation
4. Keeping Clients for the Long Haul
LinkedIn: https://www.linkedin.com/in/tim-newton-70b692b/
Website: https://www.newtonfinancialsolutions.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.
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Dina Kaplan (https://www.linkedin.com/in/dinakaplan/) is the Founder & CEO of The Path, a global meditation training company helping high-impact leaders cultivate calm, clarity, and emotional freedom. Formerly a tech founder and Emmy-winning journalist, Dina shares how silent retreats, panic attacks, and startup burnout led her to a new mission: teaching modern mindfulness to those who need it most.
In this episode, Chris and Dina discuss:
1- Why meditation is a superpower for entrepreneurs2- How trauma-informed mindfulness can unlock real growth3- The retreat in India that changed everything4- The surprising truth about what actually causes our suffering
LinkedIn: https://www.linkedin.com/in/dinakaplan/
Website: https://www.thepath.com/
Instagram: https://www.instagram.com/dinakaplan/The Path's Meditation Teacher Training program: thepath.com/teacher
Subscribe to “Ultra High Net Worth Clients” on:
Spotify: 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/@uhnwcWebsite: https://uhnwc.com
Follow us on social:Instagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcast
Work with Chris: https://famousfounder.com/fa
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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients"
Vincent Van Dorn (LinkedIn), is a financial advisor and wealth manager with over 25 years of experience on Wall Street. Vincent shares his journey from the Netherlands to New York City, his transition into the financial sector, and the founding of his own wealth management boutique in 2013. He shares the cultural differences between the US and Europe, the challenges and rewards of starting a business, and the implications of AI and machine learning in the financial advisory industry.
In this episode, Vincent and Chris discuss:
Starting a Wealth Management BoutiqueInvestment Strategies and Client RelationsThe Impact of AI on Financial AdvisoryMethods for Finding Investment OpportunitiesPreferred Links:
LinkedIn
WebsiteMaximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram
TikTok
YouTube
Facebook
Twitter
iTunes
Spotify
Website
Work with usDISCLAIMER: 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.
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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Mario Hernandez (https://www.longevitywealthmanagement.com/) is a Certified Financial Planner™ with over 30 years of experience in retirement planning and wealth management. He helps individuals and families make informed financial decisions through his firm’s proprietary PulsePoint Formula, building multi-generational relationships rooted in trust and education. Mario writes monthly for Kiplinger and has been featured in Real Simple, NerdWallet, and U.S. News & World Report. He holds a Bachelor of Science in Accounting and Finance from Cal State University, Hayward, and a master’s in financial planning from Golden Gate University.
In this episode, Chris and Mario discuss:
1. The Power of Focus: Stop Doing It All and Start Growing
2. Planning Over Performance: The Real Differentiator
3. Want Loyalty? Help with More Than Just Investments
4. The Best Advice Is the Advice You Live By
LinkedIn: https://www.linkedin.com/in/mario-hernandez-cfp-1046735/
Website: https://www.longevitywealthmanagement.com/ Articles: https://www.kiplinger.com/author/mario-hernandez
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.
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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service.
In this episode, Chris and Jai discuss:
1. Why cable companies are losing customers by the thousands
2. How to build cheaper and scale faster by going in-house
3. The 10-minute customer response policy that drives loyalty
4. Automating everything from sign-up to install with Zapier
LinkedIn: https://www.linkedin.com/in/jai-r-392b08/
Website: https://wire3.com/
Facebook: https://www.facebook.com/Wire3LLC
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/4Guqegm2CVqkcEfMSLPEDrWebsite: 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.
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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Kimberly Stewart, CFP®, CLU®, CLTC® (https://www.ameripriseadvisors.com/kimberly.r.stewart/), is a highly experienced financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with 32 years of expertise in investment management, insurance, and women’s financial strategies. As the founder of KRS Wealth Management, Kimberly is dedicated to empowering clients with the knowledge and tools to achieve their financial goals.
In this episode, Chris and Kimberly discuss:
1. Planting the Right Seeds: Why Authentic Relationships Matter
2. Helping Clients Make Smarter Financial Decisions Through Knowledge
3. Client-Centered Growth: How to Build a Business That Runs on Referrals
4. Thriving as a Minority in a White-Male-Dominated Industry
LinkedIn: https://www.linkedin.com/in/krswealthmanagement/
Website: https://www.ameripriseadvisors.com/kimberly.r.stewart/
Facebook: https://www.facebook.com/KRSWM/
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.
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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Louis Diamond is the go-to consultant for elite financial advisors navigating transitions, entrepreneurs with their sights set on launching an independent firm, and business owners contemplating M&A opportunities. Known for his sharp business acumen and analytical mindset, Louis brings clarity to complexity, helping advisors make confident decisions that shape their futures—serving as a trusted guide to those evaluating how best to serve clients while maximizing long-term enterprise value.
In this episode, Chris and Louis discuss:
1. What Advisors Really Go Through Before Making a Move
2. The Big Firm Advantage Is Fading—Here’s Proof
3. Making the Move: What Smart Advisors Consider First
4. What Clients Say When Advisors Leave Big Firms
LinkedIn: https://www.linkedin.com/in/louisdiamond/
Website: https://www.diamond-consultants.com/ X (formerly Twitter): https://x.com/LouisDiamondDC Podcast: (iTunes) https://podcasts.apple.com/us/podcast/the-diamond-podcast-for-financial-advisors/id1305878240Spotify: https://open.spotify.com/show/4v7mreLUwSSU0PaqqL7hHD
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.
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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Nicholas Ockenga (https://www.sentinelgroup.com/) is a Financial Planner at Sentinel Group based in Wakefield, Massachusetts. Previously, Nicholas was a Senior Financial Wellness Educator at Sentinel Group and also held positions at North Shore Clothing, Salem Five, Capography. Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group. Nicholas works closely with retirement plan sponsors on employee education and one on ones in an effort to increase the knowledge of participants to help them get more financially fit for retirement.
In this episode, Chris and Nicholas discussed:
1. Building a Business by Default vs. Design
2. The Plateau Between $250K–$300K
3. Redefining 'Ideal Clients' and Letting Go of the Wrong Ones
4. Selling the Right Result (Not Just Deliverables)
LinkedIn: https://www.linkedin.com/in/nicholasockenga/
Website: https://go.oncehub.com/Nicholas-Ockenga
https://www.sentinelgroup.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.
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Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided. Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Jenny McCosley (https://www.linkedin.com/in/jennifer-mccosley/) is a Senior Wealth Advisor based in Beacon Pointe’s North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals.
In this episode, Chris and Jenny discussed:
1. The Power of Curiosity in Client Conversations
2. Working with Families Who Have Children with Special Needs
3. The Role of Vulnerability in Trust-Building
4. Helping Advisors Get Comfortable with “The Messy Middle”
LinkedIn: https://www.linkedin.com/in/jennifer-mccosley/
Website: https://beaconpointe.com/contact-us/north-carolina-greensboro/jennifer-mccosley/
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.
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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Kevin Kirchheimer (https://www.ameripriseadvisors.com/kevin.w.kirchheimer/) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm's inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Financial Advisor IQ Leadership Council.
In this episode, Chris and Kevin discuss:
1. Surviving the Feast and Famine Cycle of Mergers & Acquisitions
2. Developing An Interest In Finance Early In Life
3. Building Referral Networks
4. How Financial Advisors Can Keep Their M&A Pipeline Full
LinkedIn: https://www.linkedin.com/in/kevin-kirchheimer-crpc%E2%84%A2-a0a2ab3b/
Website: https://www.ameripriseadvisors.com/kevin.w.kirchheimer/
Book: https://www.amazon.com/Millionaires-Confidence-Cure-Process-Financial/dp/B0DR61RGMQ
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.
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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Nick Halaris (https://nickhalaris.com/) is an investor, real estate developer, and civic leader with nearly 20 years of experience exploring what it takes to be a great investor. Through successes and setbacks, Nick has gained valuable insights, which he now shares via Profit, a platform dedicated to presenting fresh ideas and strategies for investors. His work in real estate development and civic leadership gives him a unique perspective on the economy and society, allowing him to uncover opportunities and navigate challenges.
In this episode, Nick and Chris discuss:
1. The Surprising Psychology Behind Housing Opposition
2. How Government Inaction Keeps Housing Prices High
3. How Policy Shifts Could Open the Floodgates for Real Estate Investors
4. Will the Next Generation Unlock Real Estate Growth?
LinkedIn: https://www.linkedin.com/in/nick-halaris-4a25b93/
Website: https://nickhalaris.com/
YouTube: https://www.youtube.com/@TheNickHalarisShow
X: https://x.com/NickHalaris
Instagram: https://www.instagram.com/nickhalaris/
Be part of Nick's community and sign up for his newsletter: https://nickhalaris.com/newsletter
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.
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Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: https://UHNWC.com/
Michael Bernberg (https://www.linkedin.com/in/michaelbernberg/ ), a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameriprise, and his effective strategies for client referral and financial planning. Michael also discusses his love for golf, music, and science fiction, providing a well-rounded look at his professional and personal life.
In this episode, Chris and Michael discuss:1. Career Background, Plastics, and Management Consulting.
2. Transition Into Finance, Merrill Lynch and Ameriprise.
3. Strategies For Finding New Clients And Growing The Business.
4. Personal Interests, Golf, and Science Fiction.
Connect With Michael:
LinkedIn: https://www.linkedin.com/in/michaelbernberg/
Website: https://www.ameripriseadvisors.com/m.bernberg/
Follow us to maximize your marketing, close more clients, and amplify your AUM:
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 informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.
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