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#46 Building A Billion Dollar Portfolio

Rose M. Price is a 24-year financial advisor veteran. She discusses her path into finance, the role of empathy in client relationships, and VLP Financial Advisors‘ team-oriented culture. Rose also shares strategies for networking and her firm’s growth goals.

In this episode, Chris and Rose discuss: 

  1. The Importance of Client Relationships
  2. Networking and Strategic Partnerships
  3. Specialized CPA Strategies
  4. Diverse Client Niches 

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!

#46 Building A Billion Dollar Portfolio w/ Rose Price, Partner, VLP Financial Advisors