Capital Club The Challenges Of Wealth Holders: Facing Judgment and Finding Their Way
Amanda Falkson has been in practice as a Wealth Counselor with HNWIs in the UK and internationally for two decades. She works with the internal challenges that being a wealth-holder brings and her clients describe her as a trusted confidante in their personal lives.
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Key Highlights:
[00:01 - 12:38] What Wealth Counseling is
- It's the personal interface between the individual and their wealth
- Why it’s important being able to take a chunk out of the person who can be around the issue of wealth
- Why there will be a surrounding of advisors where there's a transfer of wealth
[12:54 - 19:46] What are the Common Threads
- Why inheritance, intergenerational wealth transfer and people selling business is a common thread
- Amanda’s basic tenet: Meaning, Purpose, and Structure
- Why we need to be multidimensional
[20:23 - 37:46] Working With Helping Someone
- Why wealth doesn’t define you
- Why it takes a lot of soul searching about what you want to do
- Why always remaining in your integrity is essential
[37:47 - 39:05] Closing Segment
Key Quotes:
“Where there's a transfer of wealth. There will be a surrounding of advisors.” - Amanda Falkson
“The saddest person in town can be the person who's just sold their business for a huge amount of money.“ - Amanda Falkson
Connect with Amanda:
LinkedIn: https://www.linkedin.com/in/amanda-falkson-1045442/?originalSubdomain=uk
Website: www.psychotherapycity.co.uk
Connect with me on LinkedIn!
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