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https://youtu.be/GOoVbSgVKec Download “How To Find Ultra High Net Worth Clients” from https://financialadvisorsworkshop.com/ Peggy Martin is a financial advisor based in the San Francisco Bay Area (Morgan Hill, CA) with over 35 years of industry experience. Partnering with her husband Craig, Peggy specializes in wealth planning, legacy strategies, and holistic financial guidance, taking a deeply compassionate,

https://youtu.be/hZk2D9VhAHk Anton Anderson is the CEO of Elite Resource Team. Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team-Based Model and a patent-pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting

https://youtu.be/XwSgwY_Yido David Clayman is a man of many talents. His firm, Twelve Points Wealth Management, in Concord, Massachusetts, is known for top results, client care, and solid integrity. He’s an Eagle Scout who follows a moral code. He’s a big sports fan, a passionate car guy, and a car collector. Working with Dave, clients experience

https://youtu.be/yxf98FAgwrg Arthur J. Meconi III  is a Private Wealth Advisor at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial advising industry. He is dedicated to helping high net-worth clients preserve and grow their wealth, offering tailored recommendations and support for tax, estate, and retirement planning. With his extensive expertise and

https://youtu.be/4xDLH4SAbJs Todd Bryant is a founding partner and a CERTIFIED FINANCIAL PLANNER® with Signature Wealth Partners in Orlando, FL. He was recently recognized at the UCF College of Business Hall of Fame Gala as an “Honorable Knight” and the Orlando Business Journal’s 40 Under 40. In 2023, he appeared on the Nasdaq Web Series “Queue

https://youtu.be/6BoFOuj5ISI Jeff Gitterman is the CEO of Gitterman Asset Management and a Partner at Gitterman Wealth Management. Widely seen as a thought leader in the climate change and sustainable investing fields, he is the creator of the firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer climate-focused investing solutions to both financial

https://youtu.be/Olf2PhfD7aY Rob Hoxton is a thirty-year veteran of the financial planning profession with more than twenty years as a CFP® professional. Before his current role, Rob was vice president and head of office for Goldman Sachs PFM and CEO and founder of Hoxton Financial, Inc./HFI Wealth Management in Shepherdstown, West Virginia, and Winchester, Virginia. In

https://youtu.be/I9lC2Kz79sk With over three decades in asset management, Rhys Williams (@rhyswil1775) has managed significant public equity portfolios, including up to $2 billion during his tenure at Columbia Partners. He later joined Spouting Rock Asset Management as Chief Strategist, developing equity strategies now managed exclusively at Wayve Capital. In this episode, Brian and Rhy discuss: Challenges

https://youtu.be/kG3FCbcdgM0 Mark D. Johnson serves as a wealth advisor with RBF Wealth Advisors. Mark helps families, retirees, healthcare professionals, business owners, and corporate executives plan for success across all aspects of their financial life. Mark is also the founder of StudentLoansRx, which helps emerging healthcare professionals create plans to address their student loan debt in

https://youtu.be/RzE8jujIAaI For over three decades, Jason Lund (https://lundfinancialmanagement.com/) has specialized in retirement and financial strategy, distribution planning, legacy transfer, and insurance programs. As an experienced IRA consultant, Jason offers accountants and their clients expert guidance on IRA and 401(k) matters, utilizing in-depth industry knowledge and skills to help clients minimize taxes and maximize the value