Ultra High Net Worth Clients with Chris Brodhead artwork

#24 Connecting Wealth with Purpose w/ Joel Worsfold, Managing Director, Partner, & Wealth Advisor, Carson Wealth Management Group

Ultra High Net Worth Clients with Chris Brodhead

English - January 26, 2024 16:47 - 36 minutes - 50.4 MB
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Previous Episode: #31 The Journey to a Secure Retirement w/ Dana Anspach, CEO & Founder, Sensible Money, LLC
Next Episode: #33 Decoding the Dynamics of Financial Marketing w/ Marsha Posset, Director of Marketing, Fragasso Financial Advisors

Download 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 purpose. 


In this episode, Chris and Joel discuss:


1. How Focusing Inward Transformed My Clientele


2. How Analogies and Stories Drive Lasting Client Impact


3. Providing Emotional Support to Clients


4. Growing By Specializing


LinkedIn: https://www.linkedin.com/in/joel-worsfold-0066a010/


Website: https://www.carsonwealth.com/locations/west-des-moines-jordan-creek-parkway/


Youtube: https://www.youtube.com/channel/UCBy_UNu1IXEulvJUhpBkJhQ/featured


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iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400


Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr


Website: https://uhnwc.com 


Work with us: https://famousfounder.com/fa 


DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

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