Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Ryan Fleischer (https://x.com/revgroupllc) is the founder, chairman, and CIO of Revolution Group. He has spent his entire career helping people and

#82 Specialized Financial Planning for Special Needs Clients w/ Mike Walther, Founder & President, Oak Wealth Advisors, LLC

May 23rd, 2024 42m 44s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Mike Walther (https://oakwealth.com/) is a Certified Financial Planner who founded Oak Wealth Advisors in 2008 so that families seeking experienced

#81 Leveraging Trust to Expand Your High Net Worth Client Base w/ Elliot Kallen, Owner & Wealth Advisor, Prosperity Financial Group, Inc.

May 9th, 2024 40m 48s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Elliot H. Kallen (https://prosperityfinancialgroup.com/) is a leader who brings over 30 years of passion and robust entrepreneurial business owners

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

Apr 25th, 2024 22m 50s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Spencer Sherman (MBA, CFP®) (https://abacuswealth.com/) is a leading financial advisor, author, public speaker, and the founder and former CEO of A

#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management

Apr 18th, 2024 29m 37s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Tom Zachystal (https://iamadvisors.com/) is Chief Investment Manager at International Asset Management, a U.S. Registered Investment Advisor specia

#78 Tailoring Your Practice For Tomorrow's Clients w/ Peter Disch, Founder & Managing Member, Great Point Wealth Advisors, LLC

Apr 11th, 2024 32m 38s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Peter V. Disch, Jr., CFP® (https://greatpointwealth.com/) is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered

#77 Exploring Innovations in Portfolio Construction w/ Brett Nelson, CLU®, Wealth Advisor, Prevail Innovative Wealth Strategies

Apr 4th, 2024 34m 19s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Brett Nelson (https://prevailiws.com/) is a financial advisor at Prevail Innovative Wealth Strategies dedicated to helping his clients achieve long

#76 Providing Value Beyond Numbers as Financial Advisors w/ Yusuf Abugideiri, Partner & Senior Financial Planner, Yeske Buie

Mar 29th, 2024 28m 27s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Yusuf Abugideiri, CFP® (https://yebu.com/) is a Partner and Senior Financial Planner at Yeske Buie. Yusuf has been recognized as a top financial pr

#75 Bridging The Divide Between Female Donors and Investment Management w/ Nicole Gopoian Wirick, Financial Planner & President, Prosperity Wealth Strategies

Mar 22nd, 2024 26m 6s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Nicole Gopoian Wirick, JD, CFP® (https://www.prosperityws.com/) founded Prosperity Wealth Strategies in 2019 in order to help clients define and ac

#74 Unlocking The Secrets of TIAA Traditional w/ Greg Shepard, Financial Advisor, S&A Financial Services, Inc.

Mar 15th, 2024 29m 28s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Greg Shepard (https://www.safinancialservices.com/) is an independent, fee-only financial advisor at S&A Financial Services that specializes in sim

#73 Lessons from The School of Hard Knocks w/ Sreeni Meka, CFA, CFP, Financial Advisor, Lakeland Wealth Management Services LLC

Mar 4th, 2024 25m 1s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Sreeni Meka (https://www.lakelandwealth.com/) is a Financial Advisor at Lakeland Wealth Management Services LLC, a firm that provides comprehensive

#72 From Growing to Thriving Financially w/ Dr. Nicole Simpson, Founder and CEO, Harvest Wealth Financial

Feb 27th, 2024 28m 33s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Dr. Nicole B. Simpson®️ (https://www.nicolebsimpson.com/) brings expertise, integrity, and a spirit of excellence to every goal she pursues for her

#71 Empowering Hispanic Financial Advisors in the US w/ Alonso Rodriguez Segarra, CEO & Founder, Advise-Financial

Feb 23rd, 2024 36m 53s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Alonso Rodriguez Segarra (https://advise-financial.com/) has more than 20 years of experience in the industry and was named by Investopedia among t

#70 Balancing Insurance and Investment Strategies w/ Stephen Stricklin, President & CEO, Wise Wealth, LLC | Simplify Your Retirement

Jan 19th, 2024 29m 20s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Stephen Stricklin (https://wisewealth.com/), President and founder of Wise Wealth, LLC, is a Certified Financial Planner® dedicated to educating an

#69 Crafting Personalized Financial Paths w/ Charles Hinde, Wealth Advisor, Heritage Investments

Jan 5th, 2024 19m 10s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Charles Hinde (https://www.heritage-inv.com/) is a Wealth Manager for Heritage Investments and serves as part of the firm’s Investment Committee. H

#68 Individualized Strategies for A Comfortable Retirement w/ Russell G. Luce, Senior Partner & Founder, Planning Legacies Financial Group

Dec 28th, 2023 40m 12s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Russell Luce (https://twitter.com/RLuce721) is the owner and operator of Planning Legacies Financial Group. Russell uses his over 25 years experien

#67 The Comprehensive Financial Planning Experience w/ Stanley Funches, President/Financial Advisor, INTELUS Wealth Management, LLC

Dec 20th, 2023 29m 22s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Stanley T. Funches (https://www.inteluswm.com/) has been a financial planner for 25+ years, helping professionals, business owners, and physicians

#66 Drip Marketing Strategies for Financial Advisors w/ Kirk Licata Financial Advisor, LongView Wealth Management

Dec 13th, 2023 33m 4s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Kirk Licata, CFP® (https://www.longviewwealthmanagement.com), joined LongView in 2012. He has been in the financial services industry since 2010 wi

#65 Decoding Investment Personalities w/ James Lee, Founder, StratFI

Dec 6th, 2023 33m 52s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ James H. Lee (https://twitter.com/jhlinde) is the founder of StratFI and provides retirement planning with a focus on investment management and por

#64 Educating Clients on The Investment Game w/ Aaron Karas, Certified Financial Planner, Insight Wealth Strategies

Nov 23rd, 2023 27m 50s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Aaron Karas (https://insight2wealth.com/) is a comprehensive, fee-only financial advisor who began his career in the financial industry in 2008. Hi

#63 From Human Resources to Financial Planning w/ Liz Gillette, Certified Financial Planner, Bay Point Wealth

Nov 3rd, 2023 33m 30s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Liz Gillette (https://www.baypointwealth.com/⁠) is a Certified Financial Planner for Bay Point Wealth, specializing in financial planning for Mill

#62 From USAF to Financial Planning w/ Nate Oltmans, CEO and Partner, Cornerstone Wealth Management

Oct 20th, 2023 31m 44s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Nate Oltmans (https://www.cwmteam.com/), is the CEO, Partner, and Certified Financial Planner at Cornerstone Wealth Management. He joins and share

#61 Client-Centric Financial Planning w/ Nic Nielsen, Financial Planner, Know My Plan

Oct 13th, 2023 24m 24s

Download “How To Find Ultra High Net Worth Clients" from ⁠https://financialadvisorsworkshop.com/ ⁠Nic Nielsen (https://knowmyplan.com/⁠ ) is a licensed financial planner and the co-founder of Know My Plan, a company that uses a one-page finan

#60 Adaptive Strategies For Financial Crisis Management w/ Christopher Manske, Founder & President, Manske Wealth Management

Sep 29th, 2023 35m 57s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Christopher Manske (https://manskewealth.com/) is the visionary founder of Manske Wealth Management. With over half a billion dollars in assets un

#59 Embracing Technology in Financial Advisory w/ Joshua Cavett, Financial Advisor, Beaumont Wealth Advisors

Sep 22nd, 2023 25m 30s

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Joshua Cavett (http://bmtwealth.com/) is a Financial Advisor at Beaumont Weath Advisors where he excels at guiding clients in defining their finan