Download "How to Find Ultra High Net Worth Clients"

Author name: Chris

#89 Crafting Memorable Client Experiences: Why Personality Matters w/ Marc Horner

https://youtu.be/AajVuGQSn9I Marc Horner is the Founder of Fairhaven Wealth Management, a wealth management and financial planning firm based in Wheaton, Illinois. Fairhaven oversees approximately $1 billion in assets under management for approximately 500 clients. Through creative marketing tactics, like creating the fictitious financial advisory firm Bear Brothers and the award-winning Million Dollar Cup of Coffee financial […]

#89 Crafting Memorable Client Experiences: Why Personality Matters w/ Marc Horner Read More »

#88 The Right People On The Right Bus: Navigating Team Alignment w/ Darby Affeldt

https://youtu.be/3UIahvfDaLQ Darby Affeldt, DVM, RICP® (https://www.northstarfinancial.com/) is a highly credentialed financial advisor passionate about education and helping clients achieve their financial goals. Growing up in Colorado, Darby loved the outdoors and pursued her bachelor’s and doctorate degrees from Colorado State University. Her background as a Doctor of Veterinary Medicine uniquely positions her to understand the financial

#88 The Right People On The Right Bus: Navigating Team Alignment w/ Darby Affeldt Read More »

#87 The Power of the Cash Reserve w/ Frank Levine, Certified Financial Services

https://youtu.be/t6_Tjh_4kSQ Known for Financial Triage, Frank Levine, a Registered Representative for Certified Financial Services, possesses the art of knowing what to do in the proper order. Thus helping clients prioritize fiscal decisions. His mission is to enable people to make well-informed financial decisions. A protection-first philosophy ensures what you have has limited risk exposure. The

#87 The Power of the Cash Reserve w/ Frank Levine, Certified Financial Services Read More »

#86 Navigating Financial Planning for Divorced Clients w/ Raquel Hinman, Hinman Financial Planning

https://youtu.be/MulwmM89A2w Raquel Hinman is a CFP® based in Erie, Colorado CFP®, and the owner of Hinman Financial Planning, a fee-only financial planning and investment advisory firm she founded in 2015. She helps clients navigate the financial and non-financial issues that accompany major life transitions, specializing in working with people who have inherited money, gone through a

#86 Navigating Financial Planning for Divorced Clients w/ Raquel Hinman, Hinman Financial Planning Read More »

#85 From Seminars to Referrals: Building A Steady Stream of New Clients w/ Jim Allen

https://youtu.be/-wIk3ZC6Rns Jim Allen, CFP®, ChFC, EA, CDFA (@JAllenCFP) has been providing financial planning advice for over thirty-five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties. He is a Certified Financial Planner (CFP®) and has earned a master’s degree

#85 From Seminars to Referrals: Building A Steady Stream of New Clients w/ Jim Allen Read More »

#84 The Art vs Science of Financial Advising w/ Meghan Railey, Founder & CFO, Optas Capital

https://youtu.be/oa5sLGs4EqQ Meghan Railey is one of two founding advisors at OPTAS Capital, an RIA launched in 2019 after a combined three decades of experience at wirehouses. At OPTAS, her focus is twofold: design and deliver a differentiated client experience and build systems and processes internally to support and grow capacity. In this episode, Brian and Meghan

#84 The Art vs Science of Financial Advising w/ Meghan Railey, Founder & CFO, Optas Capital Read More »

#83 Understanding the Real Fiduciary Standard w/ Ryan Fleischer, Founder, Revolution Group, LLC

https://youtu.be/Q_t1k-Lqh80 Ryan Fleischer is the founder, chairman, and CIO of Revolution Group. He has spent his entire career helping people and institutions address their financial needs and goals. Ryan provides expertise in goals-based investing and innovative portfolio construction to entrepreneurs, founding CEOs, and high-net-worth individuals and families. In this episode, Brian and Ryan discuss: The Importance

#83 Understanding the Real Fiduciary Standard w/ Ryan Fleischer, Founder, Revolution Group, LLC Read More »

#82 Specialized Financial Planning for Special Needs Clients w/ Mike Walther

https://youtu.be/aCbQrdwih1w Mike Walther is a Certified Financial Planner who founded Oak Wealth Advisors in 2008 so that families seeking experienced and objective special needs financial planning advice could access the same quality of service previously only provided to wealthy families. Mike has a brother on the Autism spectrum. In this episode, Brian and Mike discuss:

#82 Specialized Financial Planning for Special Needs Clients w/ Mike Walther Read More »

#81 Leveraging Trust to Expand Your High Net Worth Client Base w/ Elliot Kallen

https://youtu.be/fAlBvKzg3As Elliot H. Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc., and is a frequent keynote speaker to charities, podcasts, and

#81 Leveraging Trust to Expand Your High Net Worth Client Base w/ Elliot Kallen Read More »

#80 Market Volatility and Investor Psychology w/ Spencer Sherman, Abacus Wealth Partners, LLC

https://youtu.be/opSoU-YjFmg Spencer Sherman (MBA, CFP®) is a leading financial advisor, author, public speaker, and the founder and former CEO of Abacus, a values-driven financial consulting firm managing more than $3 billion in assets. A New York native living in California, Spencer now devotes much of his time to sharing his mindfulness-based approach to money through

#80 Market Volatility and Investor Psychology w/ Spencer Sherman, Abacus Wealth Partners, LLC Read More »

Download "How to Find Ultra High Net Worth Clients" Guide