Ultra High Net Worth Clients with Chris Brodhead
110 episodes - English - Latest episode: 4 days ago - ★★★★★ - 58 ratingsWelcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful financial advisors and business owners in the world to hear exactly how they maximized their marketing, amplified their Assets Under Management, and CLOSED their ultra high net worth clients!
I've been helping financial advisors and business owners to find more clients using cutting edge and wildly effective marketing strategies for years!
If you are a financial advisor or business owner looking to grow your business this is the podcast for you!
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Episodes
#42 The Wealth Management Playbook w/ Mathew Filik, Certified Financial Planner, Clear Focus, LLC
April 22, 2024 14:00 - 48 minutes - 50.1 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Mattew Filik (https://www.clearfocusfinancial.com/), is a certified financial planner from Clear Focus LLC. Matt shares his journey in the financial advisory field, starting in 2009, building a team, and managing $300 million in assets. The discussion covers the importance of celebrating milestones, offering a diversified service model, and maintaining a team approach to manage client relati...
#41 From The Frontlines to Finance w/ Meredith Schneider, Founder, Schneider Wealth Management
April 08, 2024 13:51 - 38 minutes - 40.1 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Meredith Schneider (https://www.schneiderwealth.com/), is the founder of Schneider Wealth Management. Meredith has been in the financial industry for 26 years and discusses her unique path from serving in the army to becoming a prominent financial advisor. She highlights her transition to independent advising, the importance of digital marketing, and offers insights for women in the fin...
#39 Translating Military Discipline into Financial Success w/ Chris Manske, President, Manske Wealth Management
April 01, 2024 12:33 - 53 minutes - 56.8 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Chris Manske (https://manskewealth.com/), shares his journey from a military background to establishing his own successful RIA. Manske shares his experiences, emphasizing discipline learned from the military, targeting niche markets, the importance of mentorship, and strategic client and partner relationship building. Manske also shares his strategies for practice growth, highlighting a f...
#37 From Flight to Finance: Mastering Wealth Management w/ Paul Carroll, CEO, Avion Wealth, LLC
March 25, 2024 12:49 - 44 minutes - 44 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Paul Carroll (https://www.avionwealth.com/) is the CEO of Avion Wealth, LLC, and a highly successful financial advisor managing over $750 million in assets. He shares insights from his early days, his time in the Air Force, his education, his disillusion with traditional finance roles, and how he eventually found his calling in creating a consultative financial advisory firm. He discusses t...
#36 The Evolution of Personalized Financial Planning w/ Franklin Parker, Founder, Directional Advisors
March 13, 2024 12:25 - 54 minutes - 55.8 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Franklin J. Parker (https://directional-advisors.com/) is a financial advisor with a unique background. Franklin shares his journey from growing up on a cattle ranch and pursuing a music degree to accidentally becoming a financial advisor during the 2008 financial crisis. Despite facing challenges, Franklin stuck with finance and developed a passion for providing hyper-customized investment ...
#35 Disrupting the 401K Industry w/ Daniel Beck, Co-Founder, 401GO
March 04, 2024 18:46 - 55 minutes - 61.6 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Daniel Beck (https://401go.com/), CEO and co-founder of 401GO shares the creation of his company, and the complex and time-consuming process of setting up a 401k for businesses. How it serves as a marketing tool for financial advisors. Dan shares his journey, from his entrepreneurial start to the creation of a business, explaining the need to realign the incentives in the industry and bring f...
#30 Empowering Boomer Women With Financial Planning w/ Haleh Moddasser, Partner, Stearns Financial Group
February 25, 2024 16:29 - 27 minutes - 29.3 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Haleh Moddasser (https://stearnsfinancial.com/), is a managing partner and senior wealth advisor at Stearns Financial Group. Haleh shares the unique financial needs of boomer women, particularly those going through a 'gray divorce'. She shares her passion for empowering this underserved demographic, addressing the unique concerns these women may have, and the importance of helping them recogn...
#33 Decoding the Dynamics of Financial Marketing w/ Marsha Posset, Director of Marketing, Fragasso Financial Advisors
February 18, 2024 15:57 - 51 minutes - 60.6 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Marsha Posset (https://www.linkedin.com/in/marshaposset), Director of Marketing at Fragasso Financial Advisors shares the importance of developing effective financial advisor practice growth strategies and the role of marketing in this process. Marsha shares insights about the evolution of marketing in the financial industry, the value of identifying target clients, and the power of content c...
#24 Connecting Wealth with Purpose w/ Joel Worsfold, Managing Director, Partner, & Wealth Advisor, Carson Wealth Management Group
January 26, 2024 16:47 - 36 minutes - 50.4 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Joel Worsfold (https://www.carsonwealth.com/locations/west-des-moines-jordan-creek-parkway/) guides clients through a systemized, highly personalized process of investment planning. Then he’ll work with you to develop and review your financial goals — and life goals — to set clear expectations for designing a portfolio. This personalized approach is critical in order to connect wealth to pu...
#31 The Journey to a Secure Retirement w/ Dana Anspach, CEO & Founder, Sensible Money, LLC
January 24, 2024 16:42 - 49 minutes - 57.8 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Dana Anspach (https://www.sensiblemoney.com/), a seasoned financial advisor and founder of Sensible Money, discusses the importance of strategic financial planning for those in the decumulation phase of wealth. Dana shares her approach to financial advising, the unique process Sensible Money uses requiring clients to go through an initial planning phase, and her passion for providing val...
#29 Key Strategies for Acquisitions and Recruitment w/ Marc Horner, Founder, Fairhaven Wealth Management
January 17, 2024 16:42 - 45 minutes - 48.4 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Marc Horner (https://www.fairhavenwealth.com/), is a successful financial advisor and founder of Fairhaven Wealth Management. Marc shares his journey from the banking sector to becoming a financial advisor, the process of acquiring financial advisory practices, and how he successfully transitions new clients. He also discusses the firm's unique tactic of using humor and fun in client educatio...
#28 Strategies For Success In High Net Worth Advising w/ Todd Bryant, Founding Partner, Signature Wealth Partners
January 08, 2024 17:50 - 40 minutes - 46.8 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Todd Bryant (https://www.yoursignaturewealth.com/) is a Founding Partner and a Certified Financial Planner practitioner with Signature Wealth Partners in Orlando, FL. He is a Florida native, getting his undergrad from the University of Central Florida with extensive post-graduate studies through the American College of Financial Services. He specializes in working with business ow...
#27 Maximizing Marketing and Asset Management w/ Ray Ferrara, Founder, ProVise Management Group, LLC
January 03, 2024 16:41 - 27 minutes - 32.4 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Ray Ferrara (https://www.provise.com/), is the founder of ProVise Management Group and an experienced financial advisor with 52 years in the industry. Ferrara shares his journey from selling computers to becoming a certified financial planner, leading to his role in the development of the ProVise Management Group. ProVise stands out due to its unique work structure, where all team members are...
#26 The Shift from Traditional to Hybrid Financial Tools w/ Jim Barnash, President, JA Barnash & Associates
December 22, 2023 16:40 - 39 minutes - 44.7 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Jim Barnash (https://www.jabarnashassociates.com/) is the President of JA Barnash & Associates. Jim shares his journey from the insurance industry to financial planning, his teaching experience at DePaul University, his stint at Ameriprise and Edelman Financial, and his eventual decision to set up an individual practice. He explains his unique client selection process, the effective tax re...
#25 Pioneering New Paths and Practices w/ Brian Carney, CEO, RiversEdge Advisors, LLC
December 20, 2023 16:38 - 38 minutes - 40.2 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brian Carney (https://www.riversedgeadvisors.com/), CEO of River's Edge Advisors shares his incredible journey of transitioning from a would-be physical therapist to a financial advisor. He touches on the importance of focusing on actual financial planning over selling products and the deep impact advisors can have on a client's life, drawing from personal experiences. In this episode, Chris...
#23 Wisdom through Ups and Downs: Lessons in Economic Turmoil w/ Darryl Lyons, CEO, Pax Financial Group
December 18, 2023 16:34 - 27 minutes - 33.7 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Darryl Lyons (https://www.linkedin.com/in/darrylwlyons/), CEO of Pax Financial Group shares his experience in the financial investment sector. He shares his journey of running Pax Financial Group, the challenges he faced during the 2007 market crash, and his impactful strategies for client acquisition, particularly targeting pre-ultra high net worth clients. In today's episode, Chris and ...
#22 Seizing Opportunities in Market Declines w/ Lowell Pratt, President and Chairman, Burney Advisor Services
December 15, 2023 16:33 - 42 minutes - 57.9 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Lowell Pratt (https://www.linkedin.com/in/lowell-pratt-cfa-53b89310/) joined the Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell’s passion is implementing improvements to Burney’s quantitative analytical methods. In this episode, Chris and Lowell discussed: 1. Creating Legacies 2. Seeing Opportu...
#21 Building Futures Beyond Finance w/ Bruce Weininger, Principal, Kovitz Investment Group
December 14, 2023 00:01 - 48 minutes - 56.5 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Bruce Weininger (https://www.kovitz.com/), a principal at Kovitz Investment Group, discusses his journey into financial advising, from initially combining accounting and finance to working with Fortune 500 companies and climbing up to $7 Billion in assets under management. In this episode, Bruce and Chris talk about: 1- How to navigate relationships with UHNW clients 2- Perspec...
#19 From a 2-Person Company To Managing $20 Billion w/ Brent Brodeski, Founder, Savant Wealth Management
December 13, 2023 23:57 - 1 hour - 71.3 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brent Brodeski (http://www.savantwealth.com/), founder of Savant Wealth Management, discusses his journey of building a comprehensive financial planning firm. Brent shares insights into the company's growth from being a two-person company to one with 500 employees, managing $20 billion in assets for over 13,000 clients. The strategy behind this success is their focus on delivering holistic f...
#18 Navigating Sustainable Investing and ESG w/Jeff Gitterman, CEO, Gitterman Wealth Management
December 07, 2023 19:45 - 30 minutes - 35.8 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Jeff Gitterman (https://www.gittermanwealth.com/) is a co-founding partner of Gitterman Wealth Management, LLC, and a true visionary in the field of Sustainable, Impact, and ESG Investing. With his expertise in creating SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, Jeff offers investment opportunities and research services for both individual clients an...
#17 Client-Centric Success: Always Put Your Clients First w/ Elie Nour, Founder and CEO, Nour Private Wealth
December 06, 2023 00:19 - 48 minutes - 66.7 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Elie Nour (https://www.npw.ca/) is the founder and CEO of Nour Private Wealth and leads a team of qualified, experienced professionals providing exclusive financial services solutions for high-net-worth families and individuals. His philosophy is to care for the financial well-being of his clients through a structured approach to all their financial requirements. In this episode, Chris and ...
#16 Building the World’s Best Team to Serve UHNW Clients w/ Scott Tobe, CEO, Signature Financial Planning
December 06, 2023 00:12 - 36 minutes - 42.9 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Scott Tobe (https://signaturefp.com/) is the Chief Executive Officer of Signature Financial Planning. As a licensed financial advisor and a Chartered Advisor in Philanthropy®, Scott utilizes his experience, knowledge, and education to provide comprehensive wealth management solutions and design charitable giving strategies for high-net-worth individuals. In this episode, Scott and C...
#15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific Capital
November 17, 2023 19:12 - 28 minutes - 33.1 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham ...
#14 Transforming Financial Mindsets In The Latino Community w/Louis Barajas, CEO, IWP Advisors and Business Management
November 09, 2023 22:30 - 50 minutes - 54.1 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Louis Barajas (https://louisbarajas.com/), CFP®, has 30+ years of experience in the profession, as a business and wealth manager, author, and national speaker. In today's episode, Louis talks about shifting mindsets, financial literacy, and giving back to your own community. Louis is committed to helping cultural communities light a financial path to dignity, awareness, hope, and a worry-f...
#14 Transforming Financial Mindsets In The Latino Community w/Louis Barajas, CEO, IPW Advisors and Business Management
November 09, 2023 22:30 - 50 minutes - 54.1 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Louis Barajas (https://louisbarajas.com/), CFP®, has 30+ years of experience in the profession, as a business and wealth manager, author, and national speaker. In today's episode, Louis talks about shifting mindsets, financial literacy, and giving back to your own community. Louis is committed to helping cultural communities light a financial path to dignity, awareness, hope, and a worry-f...
#13 Nurturing Honest Client-Advisor Relationships w/ David Clayman, CEO and Co-Founder, Twelve Points Wealth Management
November 09, 2023 22:29 - 28 minutes - 38.5 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ David Clayman (http://www.twelvepointswealth.com/) is the co-founder and CEO of Twelve Points. A passionate advocate for entrepreneurs and business owners, he is best known for helping them define their freedom from their day-to-day chaos by finding clarity regarding what they want most out of life. In this episode, Chris and Dave discuss: 1. How David Started His Own Practice 2. Reachi...
#12 Designing the Perfect Practice After Going Independent, w/ Chip Hessenflow, RIA, Wealthcare Cap.
November 09, 2023 22:23 - 40 minutes - 74.8 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Chip Hessenflow is a Registered Investment Advisor Representative at Wealthcare Capital Management for 12 years. His mission is to change the way individual investors approach their financial lives by measuring success through the achievement of their life’s goals. Serving the Chicago, IL and Raleigh, NC metropolitan areas, Christopher has 25 years of financial service experience. He holds ...
#11 Preserving Family Relationships Through Financial Planning w/ Eric Brotman, CEO, BFG Financial
November 06, 2023 22:41 - 38 minutes - 69.7 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Eric D. Brotman, CFP®, (https://bfgfa.com/) is the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no as...
#10 How To Earn Generational Trust With Clients w/ Robert Fragasso, Chairman & CEO, Fragasso Financial Advisors
October 30, 2023 18:18 - 35 minutes - 32.7 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Robert Fragasso (https://www.fragassoadvisors.com/), the founder of Fragasso Financial Advisors, with over 51 years of success in the industry. Bob shares his journey into finance and the keys to building trust with clients for generations. With more than five decades of experience in the investment management and financial planning fields, Bob leads Fragasso Financial Advisors as chairman...
#9 Attracting Your Ideal Clients w/ Shannon McLay, Founder & CEO, The Financial Gym, Inc
October 25, 2023 17:24 - 30 minutes - 27.8 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Shannon McLay (https://financialgym.com/) is the CEO and founder of The Financial Gym, a revolutionary financial services company focused on financial wellness for all. After a 13-year career in finance, ultimately working for Bank of America Merrill Lynch, assisting high net worth individuals, Shannon recognized the need to create a financial services company that would provide clients of al...
#8 Finding Success in Niches an Inch Deep and a Mile Wide w/Elliot Kallen, CEO, Prosperity Financial
October 24, 2023 21:53 - 35 minutes - 49.1 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Elliot H Kallen (http://www.prosperityfinancialgroup.com/) 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, podc...
#7 Success is the Ability to Attract Talent to You w/ Brian Allen, Founder, Pension Consultants
October 23, 2023 18:49 - 27 minutes - 25.2 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brian Allen (https://pension-consultants.com/) is the founder and chairman of Pension Consultants, Inc. and served as its President through 2016. During that time, the firm grew to become one of the nation’s largest independent plan advisers while earning industry recognition and numerous awards. Among those awards, PlanAdviser listed us on their Top 100 list many years and Plan Sponsor twice...
#6 Building Strong Relationships with CPAs w/ Kelly Cartier, Founder, Cartier Financial
October 10, 2023 20:07 - 26 minutes - 25 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Kelly Cartier (https://www.kcartierfinancial.com/) began her career in 1997 when she joined A.G. Edwards, After becoming a branch manager and leading her team through the mergers of A.G. Edwards, Wachovia Securities and Wells Fargo Advisors, Kelly decided it was time to embark on a new path. She opened Cartier Financial in 2009 and enjoys serving her clients as a truly independent advisor. As...
#5 Divorce Settlement Proposal Financial Implications w/ Diane Pearson, Owner + Founder, Pearson Fin
October 04, 2023 20:55 - 24 minutes - 22.6 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Diane Pearson (https://pearsonfinancialplanning.com/) has over 34 years of experience in the financial advisory profession where she specializes in assisting women who are going through transition, such as divorce, death, retirement, inheritance, or a career change to understand their financial options. 00:16 Diane's background 00:45 What got Diane interested in financial advising? 2:00 How...
#4 How to Avoid a 201K (Losing Half Of Your 401K) w/ Alec Tuckman, Wealth Management Partners of LA
October 03, 2023 20:55 - 24 minutes - 22.7 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Alec P. Tuckman (https://WMPLAinc.com/), AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant®, Certified Retirement Counselor®, is the founder and CEO of Wealth Management Partners of Los Angeles, Inc. He is a Wealth Advisor, Author, Speaker, Educator, and Podcast Personality. 00:30 Intro 1:30 Why did you become an FA? 3:00 Finding your ideal clients 4:30 B...
#3 How To Help Clients Become Their Own Bank w/ Dr. Jovan Jackson, Financial Coach of Hope
September 25, 2023 20:54 - 20 minutes - 19 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Dr. Jovan Walker-Jackson (https://goodnewsfinancialservices.com/), known as the Financial Coach of Hope, is a faith-filled 4x best seller author, speaker, and licensed financial & Insurance advisor who serves as the president of Good News Financial & Investment Advisors LLC, a Registered Investment Advisory Firm in the state of MD. 00:17 Intro 00:57 How Jovan got into the financial advisory...
#2 Don't Ask For Referrals, Ask for Introductions w/ Vincent Giardini, IronLife Financial PFS Invest
September 18, 2023 20:52 - 38 minutes - 35.8 MBDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Vince Giardini (https://livemore.net/giardinijr) is a Registered Representative and Financial Advisor working with IronLife Financial and PFS Investments. Vince has a strong background in finance, with an MBA in Banking & Finance, and a PhD in Behavioral Finance and is fully licensed in financial services. 00:13 Intro 1:25 Simplifying your message to maximize engagement with ideal clients 3...
#1 Helping UHNWC's Establish Their Financial Legacy w/ Cindy Youngcourt, FA, Affinity Wealth Mgmt
September 11, 2023 20:49 - 29 minutes - 27.5 MBCindy Youngcourt (https://www.affinitywealth.com/) is a CERTIFIED FINANCIAL PLANNER™ practitioner for high-net-worth clients and has been in the Financial Services industry for over 20 years. Cindy is passionate about creating unique strategies for clients, celebrating their successes, and working alongside them to achieve their goals. She is experienced and knowledgeable in all aspects of financial planning and helps clients make well-informed decisions Cindy lives in North Wilmington wi...
#37 How Much Of Your Portfolio Should Be Companies You Use and Love? w/ Best Friend Mike and Brother Jon
June 16, 2021 05:03 - 1 hour - 66 MBAlso please check out our TikTok (https://www.TikTok.com/@anxiousfilmmaker/) to see all the best moments from the episode in short subtitled videos. Today's segment is called “Stonk Tonk” where two imbeciles (myself and my best friend, since I was 5, Michael Perenich) and one Jon Brodhead (my biological brother as far back as I can remember) with no formal training in anything remotely related to finance wax poetic about how “to the moon” stonks, such as GME and AMC, will go and any others ...
Stonk Tonk #13: How Much Of Your Portfolio Should Be Companies You Use and Love? w/ Best Friend Mike and Brother Jon
June 16, 2021 05:03 - 1 hour - 66 MBAlso please check out our TikTok (https://www.TikTok.com/@anxiousfilmmaker/) to see all the best moments from the episode in short subtitled videos. Today's segment is called “Stonk Tonk” where two imbeciles (myself and my best friend, since I was 5, Michael Perenich) and one Jon Brodhead (my biological brother as far back as I can remember) with no formal training in anything remotely related to finance wax poetic about how “to the moon” stonks, such as GME and AMC, will go and any others ...
#36 Should Jon Stop Being Lazy and Finally Design Our Crypto ETF "JAWN COIN"? w/ Best Friend Mike and Brother Jon Brodhead
June 02, 2021 04:56 - 1 hour - 61.7 MBAlso please check out our TikTok (https://www.TikTok.com/@anxiousfilmmaker/) to see all the best moments from the episode in short subtitled videos. Today's segment is called “Stonk Tonk” where two imbeciles (myself and my best friend, since I was 5, Michael Perenich) with no formal training in anything remotely related to finance wax poetic about how “to the moon” stonks, such as GME and AMC, will go and any others that show up on Wall Street Bets. We used to be long term investors and the...
Stonk Tonk #12: Should Jon Stop Being Lazy and Finally Design Our Crypto ETF "JAWN COIN"? w/ Best Friend Mike and Brother Jon Brodhead
June 02, 2021 04:56 - 1 hour - 61.7 MBAlso please check out our TikTok (https://www.TikTok.com/@anxiousfilmmaker/) to see all the best moments from the episode in short subtitled videos. Today's segment is called “Stonk Tonk” where two imbeciles (myself and my best friend, since I was 5, Michael Perenich) with no formal training in anything remotely related to finance wax poetic about how “to the moon” stonks, such as GME and AMC, will go and any others that show up on Wall Street Bets. We used to be long term investors and the...
#35 “The Easiest Way to Become a #1 Best Selling Author” w/ Doug Crowe - Founder of RealBestSeller.com
May 24, 2021 23:49 - 17 minutes - 16.1 MBDoug Crowe was not born in a slum, nor was he homeless or raised by wolves. While that may make for a more inspirational story, it simply isn’t true. He did, however, win the Dale Carnegie Highest Achievement award as a high school student, and was one of the youngest trainers for that organization. He graduated from Northwestern University with a B.S. in speech, and a concentration in TV and film. Doug is an investor, brand specialist & accomplished writer having contributed to the Chicag...
Quickie “The Easiest Way to Become a #1 Best Selling Author” w/ Doug Crowe - Founder of RealBestSeller.com
May 24, 2021 23:49 - 17 minutes - 16.1 MBDoug Crowe was not born in a slum, nor was he homeless or raised by wolves. While that may make for a more inspirational story, it simply isn’t true. He did, however, win the Dale Carnegie Highest Achievement award as a high school student, and was one of the youngest trainers for that organization. He graduated from Northwestern University with a B.S. in speech, and a concentration in TV and film. Doug is an investor, brand specialist & accomplished writer having contributed to the Chicag...
#34 “Lessons Learned From Interviewing Oprah, Larry King and Regis Philbin” w/ Judy Jernudd - Keynote Speaker & Author
May 24, 2021 23:07 - 15 minutes - 14.5 MBJudyth Jernudd works with high-achieving executives and entrepreneurs to improve performance, improve production and increase profits. As founder and lead coach of the Jernudd Company, Judy excels in working with high achievers who desire more focus, professional and personal growth through action-driven transformative programs: The Startegic Communication Platform for leadership, rising stars and sales team and COBE, the Collaboration of Brilliant Entrepreneurs & Executives. Judy's televis...
Quickie “Lessons Learned From Interviewing Oprah, Larry King and Regis Philbin” w/ Judy Jernudd - Keynote Speaker & Author
May 24, 2021 23:07 - 15 minutes - 14.5 MBJudyth Jernudd works with high-achieving executives and entrepreneurs to improve performance, improve production and increase profits. As founder and lead coach of the Jernudd Company, Judy excels in working with high achievers who desire more focus, professional and personal growth through action-driven transformative programs: The Startegic Communication Platform for leadership, rising stars and sales team and COBE, the Collaboration of Brilliant Entrepreneurs & Executives. Judy's televis...
#33 Would You Invest In A Crypto ETF? w/ Best Friend Mike and Jon Brodhead
May 24, 2021 02:58 - 1 hour - 64.3 MBAlso please check out our new TikTok (https://www.TikTok.com/@anxiousfilmmaker/) that features all the best moments from the episode in ultra condensed subtitled format. In addition to filmmaker and entrepreneur interviews this podcast features several specific segments: Today’s podcast episode is a segment called “Stonk Tonk” where two imbeciles (myself and my best friend, since I was 5, Michael Perenich) with no formal training in anything remotely related to finance wax poetic about how...
Stonk Tonk #11: Would You Invest In A Crypto ETF? w/ Best Friend Mike and Jon Brodhead
May 24, 2021 02:58 - 1 hour - 64.3 MBAlso please check out our new TikTok (https://www.TikTok.com/@anxiousfilmmaker/) that features all the best moments from the episode in ultra condensed subtitled format. In addition to filmmaker and entrepreneur interviews this podcast features several specific segments: Today’s podcast episode is a segment called “Stonk Tonk” where two imbeciles (myself and my best friend, since I was 5, Michael Perenich) with no formal training in anything remotely related to finance wax poetic about how...
#32 “It’s Never Too Late To Have A Happy Childhood” w/ Dr. Bob Wright - CEO of The Wright Foundation
May 21, 2021 05:22 - 16 minutes - 15 MBBob graduated from Governors State University with an M.A. in Communications. He continued his education at the University of Illinois at Chicago, where he earned his M.S.W. in Clinical Social Work. He then got his Ed. D. in Human Performance and Leadership Education. Today he is the CEO of The Wright Foundation and co-founder of the Wright Graduate University for the Realization of Human Potential, where he is a Doctoral Professor. LinkedIn: linkedin.com/in/drbobrobertwright Personal Webs...
Quickie “It’s Never Too Late To Have A Happy Childhood” w/ Dr. Bob Wright - CEO of The Wright Foundation
May 21, 2021 05:22 - 16 minutes - 15 MBBob graduated from Governors State University with an M.A. in Communications. He continued his education at the University of Illinois at Chicago, where he earned his M.S.W. in Clinical Social Work. He then got his Ed. D. in Human Performance and Leadership Education. Today he is the CEO of The Wright Foundation and co-founder of the Wright Graduate University for the Realization of Human Potential, where he is a Doctoral Professor. LinkedIn: linkedin.com/in/drbobrobertwright Personal Webs...