Скачать или смотреть Inside iWealth’s Private Client Group: Planning, Gaps, and the “Who Network” for $10M+ Families

Brad explains why iWealth created the *Private Client Group* and the **Plan On Purpose Office**: not because clients are “better,” but because higher net worth brings **different problems**. The goal is to inventory everything, identify blind spots, and then *connect clients to the right people*—quickly and intentionally.

You’ll hear how the *For Days Coming Network* works: a curated circle of vetted specialists (healthcare advocates, estate attorneys, executive search firms, private aviation contacts, and more). Instead of spending months searching, clients are introduced to **three trusted options**, saving time and reducing stress—without revenue sharing or hidden incentives.

Brad also shares why the financial advisor often becomes the **quarterback**—coordinating CPAs, attorneys, and insurance professionals—while helping families plan for generational impact, not just returns. From family meetings to healthcare decisions, this is about using resources wisely to move to the front of the line when it matters.

If you’ve built significant wealth and want substance—not buzzwords—this episode explains what thoughtful, coordinated planning really looks like.

private client group, high net worth planning, $10 million net worth, family office services, wealth gaps, estate planning coordination, healthcare advocacy, executive search, generational wealth, iWealth podcast, Brad Connors

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