What Are You Working Towards?

Por: Chris Brodhead
Chris Brodhead interviews founders, marketing directors, filmmakers, and other fascinating people about the goals that drive them to create. Each episode ends with one big question: What are you working towards? The answers are surprising, inspiring, and often deeply human. The goal of the show is to help listeners live lives closer to their dreams—more money, more joy, less work they hate.

Previously the title of this show was The Ultra High Net Worth Clients podcast.
177 episodios disponibles

Latest episodes of the podcast What Are You Working Towards?

Mostrando página 4 de 9

#136 Why Founders Need Meditation More Than Funding w/ Dina Kaplan, Founder & CEO, The Path 13/06/2025
#119 Why Human Advisors Still Matter in the Age of AI w/ Vincent Van Doorn, Co-founder, i-Cthru 13/06/2025
#132 Why Great Service Beats Performance Everytime w/ Mario Hernandez, CFP/Principal, Longevity Wealth Management 11/06/2025
#135 How Exceptional Service Is Disrupting Legacy ISPs w/ Jai Ramachandran, Founder & CEO, Wire 3 04/06/2025
#125 Why Educating Clients is the Most Powerful Sales Strategy w/ Kimberly Stewart, Financial Advisor, KRS Wealth Management - Ameriprise Financial Services, LLC 13/05/2025
#133 Sports Agent? No, Advisor Agent! w/ Louis Diamond, President, Diamond Consultants 12/05/2025
#129 Redefining 'Ideal Clients' and Letting Go of the Wrong Ones w/ Nicholas Ockenga, Financial Planner, Sentinel Group 07/05/2025
#131 Serving Families with Special Needs Children w/ Jenny McCosley, Senior Wealth Advisor, Beacon Pointe Advisors 05/05/2025
#126 Maintaining Healthy Growth After Your First Billion In AUM w/ Kevin Kirchheimer, Private Wealth Advisor, Ameriprise Financial Services, LLC 07/04/2025
#127 The Hidden Housing Crisis That’s Killing Investment Opportunities w/ Nick Halaris, Investor, Civic Leader & Founder, Metros Capital 03/04/2025
#109 The Journey from Plastics to Portfolios w/ Michael N. Bernberg, Financial Advisor & Associate VP, Ameriprise Financial Services, LLC. 24/03/2025
#124 How Latin Entrepreneurs Can Break Free from the ‘Work Harder’ Mentality w/ Esther Sangionvanni, Portfolio Manager, Main Street Bank 24/03/2025
#116 How to Stand Out in a Crowded Wealth Management Industry w/ Matthew Mandell, Private Wealth Advisor & Managing Director, Siena Wealth Advisory Group 20/03/2025
#122 Making Finance Less Boring for Clients Through Pop Culture References w/ Matt Zeigler, Managing Director & Private Wealth Advisor, Sunpointe Investments 18/03/2025
#121 Automating the Perfect Gift w/ Braydan Young, Cofounder & Head of Growth, Sendoso 17/03/2025
#115 Turning Small Accounts Into Million-Dollar Clients w/ Marc Shaffer, Principal & CFO, Searcy Financial Services, Inc. 24/02/2025
#114 The Art of the Financial Seminar w/ Lauren Lindsay, Certified Financial Planner, Beacon Financial Planning 19/02/2025
#106 Helping Clients Transform Their Businesses into Sellable Assets w/ Corwin Davidson, Certified Exit Planner, Hill Country Business Strategies 18/02/2025
#113 Financial Strategies for Pro Athletes w/ Christian Nana Tanke, Founder & Wealth Management Advisor, Nana Tanke Advisor, LLC 17/02/2025
#112 Tax-Optimized Financial Planning w/ Joanne Burke, Founder & Wealth Advisor, Birch Street Financial Advisors 13/02/2025
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