1min snip

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

NOTE

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.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode