Secrets of Successful Advisors℠ with Ken Haman cover image

What’s the Difference? The One Thing That Every Prospective Client Needs to Know About Your Practice

Secrets of Successful Advisors℠ with Ken Haman

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The Aha Moment: Moving Towards Wealth and Comfort

The insight of this snip is that while people generally understand and anticipate moving towards wealth and comfort, what is not commonly understood is what happens when you accumulate more money than you need for that. This can lead to anxiety and a continuous search for how to protect and manage the excess wealth. The story highlights the importance of having an advisor to navigate this new territory and obtain guidance on managing wealth wisely.

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