What is Your High-Net-Worth Personality?
September 15, 2022
Let's Identify Your High-Net-Worth Personality.
One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really “get” what you want your money to accomplish and why.
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Some of the greatest investors in history have lived through chaos — and they left behind wisdom that still applies today.
When markets drop and headlines scream, it’s easy to feel like you have to do something. But what’s actually the smart move?
Choosing a financial advisor can feel a lot like walking down the condiment aisle at the grocery store- everything might look the same at first glance, but what’s inside makes all the difference. So, how do you know who to trust when every advisor seems to come with the same title and promises? In this episode, Rob breaks down what truly sets a great advisor apart and highlights the key qualities to look for.
