Chad Willardson is the Founder and President of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. With a solid educational foundation from institutions like Harvard Business School of Executive Education and Brigham Young University.
Chad and Chris talk about how he got his start in the financial industry, landing high net-worth clients and raising younger generations who are financially smart and not spoiled.
Websites: https://www.chadwillardson.com/
Instagram: https://www.instagram.com/chad.willardson/
Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356
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!
