Do You Know Your High-Net-Worth Personality Type? (1:04)

When choosing an advisor to work with, it’s important to partner with one who shares your high-net-worth personality or knows how to work well with your type. Working with an advisor who doesn’t understand or appreciate your core values could cost you financially.

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Tough Questions to Ask Your Financial Advisor

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The Importance of Transferring Values – Not Just Wealth – To Your Heirs (:49)