EPISODE · Jul 15, 2022 · 1H 1M
The Mindset of High-Net-Worth Clients with Nancy Reid
from The Plannex Podcast · host Plannex
In this fascinating episode, Dan chats with Nancy Reid from Tyche Consulting Services in the US. We chat about the mindset of ultra high-net-worth clients, how they find their purpose and vision when they become wealthy and how impact investing helps them to do good and feel good. Join our community: https://bit.ly/3yK1R2r
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The Mindset of High-Net-Worth Clients with Nancy Reid
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