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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People have major insurance gaps they don’t even know exist, and those gaps don’t show up until it’s too late.
One of the biggest risks in retirement isn’t just market performance, it’s timing. Rob explains sequence of returns risk and why two investors with identical average returns can experience completely different outcomes depending on when those returns occur.
In this episode, Rob shares the three traits that truly separate great advisors from the rest, and how to identify them before it’s too late.
