Bruce Weininger, a principal at Kovitz Investment Group, discusses his journey into financial advising, from initially combining accounting and finance to working with Fortune 500 companies and climbing up to $7 Billion in assets under management.
In this episode, Bruce and Chris talk about:
- How to navigate relationships with UHNW clients
- Perspectives on current economic trends
- Current Concerns of Ultra High Net Worth Clients
- Working with Fortune 500 CEOs and CFOs
- Advice for Younger Advisors
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!
