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Bruce Weininger ( a principal at Kovitz Investment Group, discusses his journey into financial advising, from initially combining accounting and finance to working with Fortune 500 companies and climbing up to $7 Billion in assets under management.

In this episode, Bruce and Chris talk about:
1- How to navigate relationships with UHNW clients
2- Perspectives on current economic trends
3- Current Concerns of Ultra High Net Worth Clients
4- Working with Fortune 500 CEOs and CFOs
5- Advice for Younger Advisors

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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 a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance….(read more)

LEARN MORE ABOUT: Qualified Retirement Plans

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HOW TO INVEST IN SILVER: Silver IRA Investing

Bruce Weininger, Principal at Kovitz Investment Group, is passionate about building futures beyond finance. While he has built a successful career in the financial industry, he believes in the importance of giving back to the community and helping individuals build a brighter future.

Weininger understands that financial success is important, but he also knows that there are many other factors that contribute to a fulfilling life. This is why he has dedicated his time and resources to helping others in various ways.

One of the ways Weininger has made an impact is through his involvement in organizations that focus on education and mentorship. He believes that education is the key to unlocking opportunities and creating a better future for individuals. Through his work with these organizations, he has been able to provide valuable guidance and support to students and young professionals, helping them navigate their careers and achieve their goals.

In addition to his work with education and mentorship organizations, Weininger is also passionate about giving back to the community. He understands the importance of helping those in need and has been involved in various philanthropic efforts to support underserved communities. Whether it’s through fundraising initiatives or volunteering his time, Weininger is committed to making a positive impact in the lives of others.

Weininger’s dedication to building futures beyond finance is truly inspiring. His commitment to education, mentorship, and philanthropy has made a significant difference in the lives of many individuals. By leveraging his expertise and resources, he has been able to create opportunities for others and help them reach their full potential.

As a leader in the financial industry, Weininger also understands the importance of fostering a culture of giving within his own organization. He encourages his colleagues to get involved in giving back to the community and supports their efforts to make a positive impact.

In conclusion, Bruce Weininger’s commitment to building futures beyond finance is an example of how individuals can use their expertise and resources to make a difference in the lives of others. His dedication to education, mentorship, and philanthropy exemplifies the impact that one person can have on the community. By supporting initiatives that focus on creating opportunities and supporting those in need, Weininger is truly making a difference in the lives of individuals and building a brighter future for all.