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 9 de 9

#17 Client-Centric Success: Always Put Your Clients First w/ Elie Nour, Founder and CEO, Nour Private Wealth 06/12/2023
#16 Building the World’s Best Team to Serve UHNW Clients w/ Scott Tobe, CEO, Signature Financial Planning 06/12/2023
#15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific Capital 17/11/2023
#14 Transforming Financial Mindsets In The Latino Community w/Louis Barajas, CEO, IPW Advisors and Business Management 09/11/2023
#13 Nurturing Honest Client-Advisor Relationships w/ David Clayman, CEO and Co-Founder, Twelve Points Wealth Management 09/11/2023
#12 Designing the Perfect Practice After Going Independent, w/ Chip Hessenflow, RIA, Wealthcare Cap. 09/11/2023
#11 Preserving Family Relationships Through Financial Planning w/ Eric Brotman, CEO, BFG Financial 06/11/2023
#10 How To Earn Generational Trust With Clients w/ Robert Fragasso, Chairman & CEO, Fragasso Financial Advisors 30/10/2023
#9 Attracting Your Ideal Clients w/ Shannon McLay, Founder & CEO, The Financial Gym, Inc 25/10/2023
#8 Finding Success in Niches an Inch Deep and a Mile Wide w/Elliot Kallen, CEO, Prosperity Financial 24/10/2023
#7 Success is the Ability to Attract Talent to You w/ Brian Allen, Founder, Pension Consultants 23/10/2023
#6 Building Strong Relationships with CPAs w/ Kelly Cartier, Founder, Cartier Financial 10/10/2023
#5 Divorce Settlement Proposal Financial Implications w/ Diane Pearson, Owner + Founder, Pearson Fin 04/10/2023
#4 How to Avoid a 201K (Losing Half Of Your 401K) w/ Alec Tuckman, Wealth Management Partners of LA 03/10/2023
#3 How To Help Clients Become Their Own Bank w/ Dr. Jovan Jackson, Financial Coach of Hope 25/09/2023
#2 Don't Ask For Referrals, Ask for Introductions w/ Vincent Giardini, IronLife Financial PFS Invest 18/09/2023
#1 Helping UHNWC's Establish Their Financial Legacy w/ Cindy Youngcourt, FA, Affinity Wealth Mgmt 11/09/2023
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