Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Rob Hoxton (https://hoxtonpm.com/) is a thirty-year veteran of the financial planning profession with more than twenty years as a CFP® professional. Before his current role, Rob was vice president and head of office for Goldman Sachs PFM and CEO and founder of Hoxton Financial, Inc./HFI Wealth Management in Shepherdstown, West Virginia, and Winchester, Virginia. In this episode, Brian and Rob discuss: 1. Fee Compression: Myths, Realities, and Survival Strategies 2. How to Grow Without Minimums ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  With over three decades in asset management, Rhys Williams (https://wayvecapital.com/) has managed significant public equity portfolios, including up to $2 billion during his tenure at Columbia Partners. He later joined Spouting Rock Asset Management as Chief Strategist, developing equity strategies now managed exclusively at Wayve Capital. In this episode, Brian and Rhy discuss: 1. Challenges and Triumphs of Starting a Diverse Financial Firm 2. Balancing Institutional Ambitions with Private C ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Mark D. Johnson (https://www.rbfadvisors.net/) serves as a wealth advisor with RBF Wealth Advisors. Mark helps families, retirees, healthcare professionals, business owners, and corporate executives plan for success across all aspects of their financial life.Mark is also the founder of StudentLoansRx, which helps emerging healthcare professionals create plans to address their student loan debt in the most cost-effective manner based on their career and other financial goals that may include pr ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  With over three decades in asset management, Rhys Williams (https://wayvecapital.com/) has managed significant public equity portfolios, including up to $2 billion during his tenure at Columbia Partners. He later joined Spouting Rock Asset Management as Chief Strategist, developing equity strategies now managed exclusively at Wayve Capital. In this episode, Brian and Rhy discuss: 1. Challenges and Triumphs of Starting a Diverse Financial Firm 2. Balancing Institutional Ambitions with Private C ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Mark D. Johnson (https://www.rbfadvisors.net/) serves as a wealth advisor with RBF Wealth Advisors. Mark helps families, retirees, healthcare professionals, business owners, and corporate executives plan for success across all aspects of their financial life.Mark is also the founder of StudentLoansRx, which helps emerging healthcare professionals create plans to address their student loan debt in the most cost-effective manner based on their career and other financial goals that may include pr ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  For over three decades, Jason Lund (https://lundfinancialmanagement.com/) has specialized in retirement and financial strategy, distribution planning, legacy transfer, and insurance programs. As an experienced IRA consultant, Jason offers accountants and their clients expert guidance on IRA and 401(k) matters, utilizing in-depth industry knowledge and skills to help clients minimize taxes and maximize the value of the retirement income they have spent a lifetime building. In this episode, Bria ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Matt Miller (https://www.upleftfinancial.com/) is the founder of Upleft. After a finance career spanning over 20 years and three time zones, Matt found himself driven by a belief that the industry could simply do better to serve the public. This led him to build Upleft, where he crafts personalized financial strategies for clients in all areas of the United States today. The Upleft process seeks to bring people from a state of potential nervousness or worry to contentment, comfort, and confide ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Sreeni Meka (https://www.lakelandwealth.com/) is a Financial Advisor at Lakeland Wealth Management Services LLC, a firm that provides comprehensive wealth management and financial advisory services to high-net-worth individuals and institutions. With over 28 years of investment experience, he is passionate about helping clients achieve financial goals and objectives, using analytical skills and domain expertise to optimize investment strategies and portfolios. In this episode, Brian and Sreeni ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. Robert is a recognized and frequent speaker at residency programs in California, Nevada, and Arizona, staying curr ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Matt Miller (https://www.upleftfinancial.com/) is the founder of Upleft. After a finance career spanning over 20 years and three time zones, Matt found himself driven by a belief that the industry could simply do better to serve the public. This led him to build Upleft, where he crafts personalized financial strategies for clients in all areas of the United States today. The Upleft process seeks to bring people from a state of potential nervousness or worry to contentment, comfort, and confide ..read more