#15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific Capital

Podcast: Ultra High Net Worth Clients with Chris Brodhead (LS 34 · TOP 5% what is this?)
Episode: #15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific Capital
Pub date: 2023-11-17

Download 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 Young University, and the author of three best-selling books.

In today's episode, Chris and Chad talk about:

How he got his start in the financial industry
The art of landing high net-worth clients
Financial skills we should be teaching our children
Being authentic as an advisor

Websites:

https://pacificcapital.com/
https://www.chadwillardson.com/

LinkedIn: https://www.linkedin.com/in/chadwillardson/

Instagram: https://www.instagram.com/chad.willardson/

Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356

Chad's Books:

Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM
Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1
Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0

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Website: https://uhnwc.com

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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.

The podcast and artwork embedded on this page are from Chris Brodhead, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.