Episode 39: Attributes of Wealthy People with Sarah Boston and Karen Coyne

Women's Money Wisdom

English - November 17, 2020 11:00 - 22 minutes - 15.5 MB - ★★★★★ - 11 ratings
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Previous Episode: Episode 38: Getting Top Dollar for your Listing with Jennifer Adlhoch

Next Episode: Episode 40: Holiday Spending with Karen Dybis

In this episode Melissa Joy, CFP® is joined by Sarah Boston, CFP®, and Karen Coyne, CFP® to discuss the common attributes of their wealthy clients. With over 50 years of combined experience helping clients build wealth, these three advisors have noted what actions or behaviors have helped their most successful clients.

We will discuss:

· What does it mean to be “In action”?

· The ability to delay gratification with big purchase items.

· Why not comparing yourself with others can help you build wealth.

· How to use your Financial Advisor as a sounding board.

Additional Resources:

Listen to Karen’s podcast FRESH OFF THE VINE.

Find out more about Karen Coyne HERE.

Find out more about Sarah Boston HERE.

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