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.
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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/

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