Justin Woodbury
In this episode of Advisors Unscripted, advisor Chad Willardson talks about the method he used to increase the number of his high-net-worth clients to the level where he is now only working with clients’ whose assets exceed $10 million. As a best-selling author, co-host of the “Smart Money Parenting Show” podcast, and Founder/CEO of a $1 trillion company, Chad also discusses how he used rejections from an early training program to pursue his own path, one that included making literally thousands of phone calls to prospects in a very narrow window of time. In all of Chad’s endeavors, whether playing basketball or losing weight, he’s found that eliminating his ego from his decisions and sticking to his principles have been the keys to his success. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
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Insurance-only agents are not licensed to offer investment advice.