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19min chapter
195 - Dan Thompson - The Investing Expert: How To Invest Your Money Like The 1%
The Frankie Lee Podcast
The Role of Wealth Managers in Guiding Financial Success
The chapter explores the responsibilities of wealth managers in providing tailored financial advice to clients, emphasizing the need for understanding clients' goals and motivations. It highlights the importance of protecting clients beyond financial investments and steering them away from impulsive decisions. The conversation stresses the value of focusing on expertise, building good habits for long-term success, and balancing wealth with health and overall happiness.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode