#126 Maintaining Healthy Growth After Your First Billion In AUM w/ Kevin Kirchheimer, Private Wealth Advisor, Ameriprise Financial Services, LLC
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Kevin Kirchheimer (https://www.ameripriseadvisors.com/kevin.w.kirchheimer/) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm's inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Financial Advisor IQ Leadership Council.
In this episode, Chris and Kevin discuss:
1. Surviving the Feast and Famine Cycle of Mergers & Acquisitions
2. Developing An Interest In Finance Early In Life
3. Building Referral Networks
4. How Financial Advisors Can Keep Their M&A Pipeline Full
LinkedIn: https://www.linkedin.com/in/kevin-kirchheimer-crpc%E2%84%A2-a0a2ab3b/
Website: https://www.ameripriseadvisors.com/kevin.w.kirchheimer/
Book: https://www.amazon.com/Millionaires-Confidence-Cure-Process-Financial/dp/B0DR61RGMQ
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
Ultra High Net Worth Clients with Chris Brodhead
Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful business owners in the world to hear exactly how they maximized their marketing, amplified their Assets, and CLOSED their biggest clients! I've been helping business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012! If you are a business owner looking to grow your business this is the podcast for you!
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