The Challenges Of Wealth Holders: Facing Judgment and Finding Their Way
Capital Club - Podcast autorstwa Brian Adams
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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. Listen in! Key Highlights: [00:01 - 12:38] What Wealth Counseling isIt'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 wealthWhy there will be a surrounding of advisors where there's a transfer of wealth [12:54 - 19:46] What are the Common ThreadsWhy inheritance, intergenerational wealth transfer and people selling business is a common threadAmanda’s basic tenet: Meaning, Purpose, and Structure Why we need to be multidimensional [20:23 - 37:46] Working With Helping SomeoneWhy wealth doesn’t define youWhy it takes a lot of soul searching about what you want to doWhy always remaining in your integrity is essential [37:47 - 39:05] Closing Segment Key Quotes: “Where there's a transfer of wealth. There will be a surrounding of advisors.” - Amanda Falkson “The saddest person in town can be the person who's just sold their business for a huge amount of money.“ - Amanda Falkson Connect with Amanda:LinkedIn: https://www.linkedin.com/in/amanda-falkson-1045442/?originalSubdomain=ukWebsite: www.psychotherapycity.co.uk Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.