Tune in to hear:

• What are some of the flimsy tethers in peoples’ lives that keep them from achieving financial greatness?

• If an advisor’s number one job is not to make you money, what might it be?

• What are the 11 different dimensions of wealth that Seth’s firm lays out? How did he arrive at these?

• How do these provide a helpful framework for clients during times of crisis?

• How do you balance giving your children a great amount of access without spoiling them or diminishing their self-reliance?

• Should we talk with our children about our income level and our net worth?

• Is it a reality for anyone other than those who are already wealthy to switch from a job that’s making them miserable to a more fulfilling, but potentially lower paying, position?

• How can advisors best support their clients during divorce and other hard times? What is the appropriate level of intervention or closeness in these cases?

https://missionwealth.com/

https://www.youtube.com/watch?v=qHNhNjNwGVY

Compliance Code: 0561-OAS-4/4/2022