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How to Find an Advisor You Can Trust
Manage episode 298385337 series 2956153
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Here are the insights you'll learn in this episode.
First, a person who experiences a financial windfall will be in an emotional transition for up to five years.
Second, if you’ve had a financial windfall, you need the help of a professional (such as a CFP or attorney) who is ALSO a coach and can help you through the process.
Third, Michael Zolno mentioned the importance of community. For people experiencing Sudden Wealth Syndrome, it would be helpful to be connected to a community of others going through the same thing. And for advisors, it would be helpful to be around others who can help you become a better coach and advisor to people with Sudden Wealth Syndrome.
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