The Challenges Of Wealth Holders: Facing Judgment and Finding Their Way

EXCELSIOR CAPITAL PRESENTS

The Challenges Of Wealth Holders: Facing Judgment and Finding Their Way

Amanda Falkson has been in practice as a Wealth Counselor with HNWIs in the UK and internationally for two decades.

Go Beyond Marketing and Create a Better Customer Experience

Podcast: The Challenges Of Wealth Holders – Facing Judgment and Finding Their Way

Amanda Falkson has been in practice as a Wealth Counselor with HNWIs in the UK and internationally for two decades. She works with the internal challenges that being a wealth-holder brings and her clients describe her as a trusted confidante in their personal lives.

Key Highlights

[00:01 – 12:38] What Wealth Counseling is

It’s the personal interface between the individual and their wealth
Why it’s important being able to take a chunk out of the person who can be around the issue of wealth
Why there will be a surrounding of advisors where there’s a transfer of wealth

[12:54 – 19:46] What are the Common Threads

Why inheritance, intergenerational wealth transfer and people selling business is a common thread
Amanda’s basic tenet: Meaning, Purpose, and Structure
Why we need to be multidimensional

[20:23 – 37:46] Working With Helping Someone

Why wealth doesn’t define you
Why it takes a lot of soul searching about what you want to do
Why always remaining in your integrity is essential

[37:47 – 39:05] Closing Segment

Additional Links:

Amanda’s LinkedIn: https://www.linkedin.com/in/amanda-falkson-1045442/?originalSubdomain=uk

Website: www.psychotherapycity.co.uk

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Military Robotics, Autonomous Systems and AI

In this episode, Samuel Bendett discusses the military’s use of robotics and artificial intelligence. Sam provides insight into the global implications of these technologies on modern warfare, including how smaller countries can now defend themselves more effectively with commercial drone technology.

A 3-Step Plan to Transform Anxiety into Power

Mental health and physical well-being directly impact success. In this episode, Dr. Luana Marques explains how moderate levels can be managed with cognitive behavioral therapy.

Does Running a Successful Family Business Ensure Your Family’s Financial Legacy?

With 35 years of experience in financial services, working on Wall Street and for major regional firms, Richard has seen it all.

Personal Health is Your Most Valuable Asset

Dive into the roller-coaster world of entrepreneurship with Parker Gates as he shares his journey from burnout to mindful balance.

Mental Wellness and The Workplace

Dive into this episode as Corbitt Huseth reveals the transformative power of physical activity on mental health.

The Founder’s Exit Paradox

How do we find true happiness and connection in a world dominated by success metrics and the relentless pursuit of achievement?

Geothermal Energy Explained

Cindy Taff, the CEO of Sage Geosystems, joins us in this episode to discuss the development of geothermal technology and how it can be used as a viable energy source.

What Does It Take To Set Up An Effective Family Office

In this episode, Richard Jason Wolkowitz discusses how the family office concept has evolved over the years.

Excelsior Capital Blogs, Webinars & News

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205



investors@excelsiorgp.com

Livechat

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.