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 onLinkedIn!

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