Finding Mastery with Dr. Michael Gervais How To Make Money… 3 Proven Actions to Build Wealth | Brian Werdesheim
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Aug 13, 2025 Brian Werdesheim, an expert financial advisor and founding member of the Summa Group at Stifel Financial Corporation, delves into the emotional connections we have with money. He challenges listeners to define what 'enough' means beyond just financial metrics. The conversation highlights the crucial role of values in financial decisions and emphasizes the mindset wealthy individuals adopt to grow their wealth intentionally. Brian also offers practical steps to align finances with personal dreams, fostering a healthier, more meaningful relationship with money.
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Plan To Avoid Panic
- Build a financial plan up front so you know the return needed to make it work and avoid panic during volatility.
- Trust a thorough plan to keep you from hitting the eject button at the wrong time.
Hire Advisors By Values And Process
- Vet advisors for shared values, transparency, and conflict-of-interest removal before hiring them.
- Ask hard questions about actions during crises and demand fee transparency.
Invest For Your Client Index
- Wealth management should solve for a client's required return, not the S&P 500.
- Design allocations to meet personalized financial-plan goals rather than chase benchmarks.
