Author name: Bev

https://youtu.be/MXaUiSVh3kQ Scott Carlson (https://vgsny.com/) is the Founder and Chief Creative Officer at Van’s General Store, a creative collective and modern agency that brings together best-in-class creatives and strategists to produce exceptional advertising, brand content, films, and high-quality narratives for brands. At Van’s General Store, Scott and his team specialize in crafting master narratives through giant […]

https://youtu.be/hjVLRA5wB28 Maxwell J. Levy is the innovative founder behind RenteR, a cutting-edge, automated consumer-facing application designed to offer a white-glove customer service experience for those seeking luxury apartments. Max discusses his early career, the inspiration behind leaving the corporate world, and the creation of his consulting business. He also introduced ‘RenteR,’ a service that helps

https://youtu.be/-pdjDRYyFBg In this episode of the “Ultra High Net Worth Clients Podcast,” host Chris Brodhead, MBA, talks with financial advisor Don Morgan. Discover how Morgan transitioned from the corporate world to establish his firm, Independent Wealth Connections. Learn about his strategies for breaking through revenue ceilings, embracing innovation, and using strategic planning to drive growth.

https://youtu.be/f9QyjfqfeJY Guy Leman is a founder and CFP at Compass Financial Services. Guy shares his journey from a corporate ladder climber to a trusted financial advisor, influenced by personal family experiences. He discusses the core values and unique approach of Compass Financial, emphasizing the importance of independent advice, team ownership, and building a culture based

https://youtu.be/AI7dXaBLPZ0 After working as an in-house and agency marketer, Meg Scarborough founded Megawatt Content Marketing in 2015. She has over 9 years of experience in marketing. Meg specializes in content strategy and execution and particularly enjoys developing brand messaging and helping clients tell their stories through case studies and long-form content. In this episode, Chris

https://youtu.be/wix8zOpuOgI Kara Smith Brown, CEO of LeadCoverage, shares her journey from working at Echo Global Logistics to founding her own go-to-market consultancy specializing in supply chain and logistics. She discusses the significance of niche marketing, the importance of having a clear point of view, and the strategies that have led to her company’s rapid growth

https://youtu.be/yaj331qUwtc Matthew Miller (https://www.linkedin.com/company/upleftllc/) is an experienced financial advisor and founder of Upleft. Matt shares his journey into the financial advisory world, the heartfelt story of helping his mother after his father’s passing, and the invaluable lessons he’s learned along the way. Matt and Chris explore the importance of personal connections with clients, strategies for

https://youtu.be/YBRIS9jSlY0 Prince Dykes is a retired Navy Chief, Registered Investment Advisor, Host, and Author. Prince shares his unique journey into financial advising, starting from his early career on a nuclear-powered submarine to launching his own independent advisory service. He discusses how he grew his client base through word-of-mouth and social media, particularly leveraging platforms like YouTube

https://youtu.be/VJh3o4CdRa0 Willem Westra (https://wwcapitalgroup.com/) is a successful entrepreneur in the mergers and acquisitions (M&A) space. He shares his journey from the marketing industry to facilitating off-market deals for top private equity firms and eventually launching his own investment firm. Chris and Willem delve into the value of M&A and roll-up strategies, the advantages of off-market

https://youtu.be/KWDhSlQEIoo Rose M. Price is a 24-year financial advisor veteran. She discusses her path into finance, the role of empathy in client relationships, and VLP Financial Advisors‘ team-oriented culture. Rose also shares strategies for networking and her firm’s growth goals. In this episode, Chris and Rose discuss:  The Importance of Client Relationships Networking and Strategic Partnerships