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. Morgan also shares his approach to managing crises and selecting the right clients. This conversation is a must-watch for financial advisors aiming to enhance their practice and client relationships.
In this episode, Chris and Donald discuss:
- From Free to Fee: Maximizing Client Interaction
- From Wirehouse to Independence
- The Importance of a Crisis Management Plan
- Manage a Financial Planning Practice Like a Business
Connect with Donald:
Company LinkedIn │ Website
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!
