How to Find an Advisor You Can Trust

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 ...