5min chapter

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#14: Terry B. McDougall – Career Happiness & Surviving the Corporate World

The Josh Boone Show

CHAPTER

The Importance of Security in Wealth Management

I think it's like people confuse money as a KPI for security. They want to feel secure. And I also had to have this conversation with myself of like, what is security? Is it just like having infinite zeros in your bank account? The interesting thing is that I actually worked doing marketing for wealth management in two of the banks and at times when I was out there, these organizations. There are a lot of very extremely ultra high net worth is what we call in the banking industry. People who have hundreds of millions of dollars or billions of dollars. It becomes very complex.

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