Kevin Kirchheimer is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm’s inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Financial Advisor IQ Leadership Council.
In this episode, Chris and Kevin discuss:
- Surviving the Feast and Famine Cycle of Mergers & Acquisitions
- Developing An Interest In Finance Early In Life
- Building Referral Networks
- How Financial Advisors Can Keep Their M&A Pipeline Full
Check out Kevin’s Book:
The Millionaire’s Confidence Cure: The Proven Process to Master Your Financial Mindset
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!
