Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Tom Zachystal (https://iamadvisors.com/) is Chief Investment Manager at International Asset Management, a U.S. Registered Investment Advisor specializing in financial planning and investment management services for Americans living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, holds the Chartered Financial Analyst (CFA) credential, and is a Certified Financial Planner™ (CFP™) practitioner.  In this episode, Brian and Tom discuss: 1. Financia ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Peter V. Disch, Jr., CFP® (https://greatpointwealth.com/) is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser in Boston. Peter has been recognized by Forbes as a Best in State Wealth Advisor since 2019 and was named to its inaugural list of America's Top Next Generation Wealth Advisors. In 2023, Great Point was included among the Top 100 Registered Investment Advisers in the United States by wealthmanagement.com.  In this episode, B ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Brett Nelson (https://prevailiws.com/) is a financial advisor at Prevail Innovative Wealth Strategies dedicated to helping his clients achieve long-term financial security through effective risk management strategies. He is a Chartered Life Underwriter, and he believes in empowering his clients through education and transparent communication, ensuring they have the tools and understanding to achieve their financial dreams.  In this episode, Brian and Brett discuss: 1. Optimizing Investmen ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Yusuf Abugideiri, CFP® (https://yebu.com/) is a Partner and Senior Financial Planner at Yeske Buie. Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine named him a Top Financial Advisor in 2019 and 2020, and he was named to Northern Virginia Magazine’s list of Top Financial Professionals in 2020 and 2021. In this episode, Brian and Yusuf discuss: 1. Nurturing Young Talent in Financial Advisory 2. The Human Side of Financial Adviso ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Nicole Gopoian Wirick, JD, CFP® (https://www.prosperityws.com/) founded Prosperity Wealth Strategies in 2019 in order to help clients define and achieve prosperity. One of Nicole’s greatest joys is developing a relationship with her clients, who have become a meaningful part of her life. Prosperity Wealth Strategies is a fee-only wealth management providing financial planning with a personal touch. In this episode, Brian and Nicole discuss: 1. Bridging the Divide Between Female Donors and Inve ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Greg Shepard (https://www.safinancialservices.com/) is an independent, fee-only financial advisor at S&A Financial Services that specializes in simplifying TIAA accounts mainly for those in higher education and doctors. His practice has excelled at providing logical and simple game plans geared for those transitioning into retirement with TIAA accounts.  In this episode, Brian and Greg discuss: 1. Leveraging YouTube for Advisor Growth 2. Unlocking the Secrets of TIAA Traditional 3. Di ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Dr. Nicole B. Simpson®️ (https://www.nicolebsimpson.com/) brings expertise, integrity, and a spirit of excellence to every goal she pursues for herself and on behalf of her clients. With a unique talent for monetizing business and life visions, she creates strategies and actionable plans that drive revenue while addressing underlying emotional issues that can be obstacles to financial success. In this episode, Brian and Nicole discuss: 1. From Stability to Generational Wealth 2. Protecting You ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Alonso Rodriguez Segarra (https://advise-financial.com/) has more than 20 years of experience in the industry and was named by Investopedia among the Top 100 Most Influential Financial Advisors in the USA. He is also a Certified Financial Planner™. In this episode, Brian and Alonso discuss: 1. Empowering Hispanic Financial Advisors in the US 2. Transitioning to Hourly Financial Planning 3. What Finding Your Niche Really Means 4. Financial Advisory for Hispanic Markets LinkedIn: https://www.lin ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Stephen Stricklin (https://wisewealth.com/), President and founder of Wise Wealth, LLC, is a Certified Financial Planner® dedicated to educating and empowering Main Street investors. Not only does Stephen work directly with clients, but he also educates the public about successful financial planning through his Simplify Your Retirement Course. In this episode, Brian and Stephen discuss: 1. Balancing Investment and Insurance Strategies 2. The Impact of Education in Client Relationships 3. Educa ..read more

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Charles Hinde (https://www.heritage-inv.com/) is a Wealth Manager for Heritage Investments and serves as part of the firm’s Investment Committee. He graduated Magna Cum Laude from the University of Missouri with a Bachelor of Science studying both Finance and Economics. Charles began working with Heritage as a third-generation member of the Hinde Family in 2018, and he’s deeply passionate about helping clients achieve their goals. In this episode, Brian and Charles discuss: 1. Crafting Persona ..read more