Michael Bernberg is a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameriprise, and his effective strategies for client referral and financial planning. Michael also discusses his love for golf, music, and science fiction, providing a well-rounded look at his professional and personal life.
In this episode, Chris and Michael discuss:
- Career Background, Plastics, and Management Consulting.
- Transition Into Finance, Merrill Lynch and Ameriprise.
- Strategies For Finding New Clients And Growing The Business.
- Personal Interests, Golf, and Science Fiction.
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
