The Challenges Of Wealth Holders: Facing Judgment and Finding Their Way
Podcast: The Challenges Of Wealth Holders – Facing Judgment and Finding Their Way
[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
Amanda’s LinkedIn: https://www.linkedin.com/in/amanda-falkson-1045442/?originalSubdomain=uk
Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/
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With 35 years of experience in financial services, working on Wall Street and for major regional firms, Richard has seen it all.
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