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Managing Millionaires and Emotions
Manage episode 295717988 series 2662145
Damon and Matt discuss the direction an advisor needs to take when managing multi millionaires. They explain how someone making $100k is handled much the same way as the ultra rich. Matt talks about the process with the 1% is actually much harder not because of how much they have, but because how many people come looking for a handout. An athlete or celebrity needs more people to manage not just their money, but their emotions.
For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
263 episodes
Manage episode 295717988 series 2662145
Damon and Matt discuss the direction an advisor needs to take when managing multi millionaires. They explain how someone making $100k is handled much the same way as the ultra rich. Matt talks about the process with the 1% is actually much harder not because of how much they have, but because how many people come looking for a handout. An athlete or celebrity needs more people to manage not just their money, but their emotions.
For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
263 episodes
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