Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients

Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients

From Barron's Advisor by Barron's Advisor

May 19, 2026 · 41 min

About this episode

Tom Freeman discusses the impact of Lou Holtz's coaching on his success in advising billionaire families.

The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Steve Sanduski

Guest: Tom Freeman

Topics covered

  • wealth management
  • ultrawealthy clients
  • advisory services
  • coaching influence
  • family office

Keywords

  • wealth management
  • billionaire families
  • FCS Family Office
  • coaching
  • financial advisory

Mentioned in this episode

Organizations: FCS Family Office

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