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---**iWealth****SUBSCRIBE**Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you attain your biggest goals and enjoy an unparalleled quality of life.►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: [https://go.oncehub.com/BradConnors](https://go.oncehub.com/BradConnors)►For more educational tips and wisdom from iWealth:YouTube: [https://www.youtube.com/user/iWealthTV/videos](https://www.youtube.com/user/iWealthTV/videos)Facebook: [https://www.facebook.com/iWealth4me](https://www.facebook.com/iWealth4me)LinkedIn: [https://www.linkedin.com/in/bradconnors/](https://www.linkedin.com/in/bradconnors/)Podcast: [https://anchor.fm/iwealth](https://anchor.fm/iwealth)Twitter: [https://twitter.com/iWealth4me](https://twitter.com/iWealth4me)Book: [https://fishdontclap.com/#home](https://fishdontclap.com/#home)