Top Advisor Podcast Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick
Sudden Wealth can strike in many ways. It can come through an inheritance, an athlete signing a lucrative contract, a legal settlement, the sale of a company, or even winning the lottery.
Sudden wealth can bring elation and a host of challenges.
Without a sound plan of action, sudden wealth can escape almost as quickly as it came. It can even leave debt in its wake.
In this episode of the Top Advisor Podcast, Bill Cates speaks with Myah Moore Irick, who has built and sustained a highly successful practice as a sudden wealth financial advisor helping her clients navigate their newfound fortune and resulting challenges.
Bill and Myah discuss:
- How Myah got started in her niche as a sudden wealth financial advisor.
- The type of sudden wealth clients Myah serves and how she meets them.
- How involvement in the community and philanthropic activities bring her new clients.
- Why she has chosen to build a diverse, multi-cultural team and why it’s been great for the health of her business.
- Bill’s answer to Myah’s question, “If you were building your practice today, what types of clients would you try to serve?”
- …And so much more!
Connect with Myah Moore Irick
Connect With Bill Cates:
- BillCates@referralcoach.com
- (301) 497-2200
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy
About Our Guest:
Myah Moore Irick focuses on providing wealth planning strategies to successful executives, individuals and families navigating sudden wealth, and a growing list of professional athletes.
Myah possesses a deep understanding of the psychology of wealth: the challenges that executives, individuals, seasoned professionals and even up-and-coming athletes face when making decisions about their financial futures. With this knowledge, Myah can help her clients identify what they want their money to do for their lives, families and communities – and then create a wealth plan for achieving that.
Myah is devoted to giving back in her own life. While she spends much of her free time with her husband and three children, she also sits on several boards and committees that promote access to financial literacy, and equity & inclusion in the classroom and the boardroom. She serves on the boards of the Carnegie Science Center, the Energy Innovation Center Institute, and the Pittsburgh Symphony Orchestra, and serves as a strategic partner to InvestmentNews and The Advanced Leadership Initiative (TALI). Her experience as Miss Oregon (with the Miss Universe Organization) in 2003 inspired her ongoing commitment to promoting educational opportunities for women.