Episode 3 – 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 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.

ABOUT THE PODCAST

The Sudden Wealth Podcast is operated by attorney Paul Deloughery. He is also the founder of Sudden Wealth Protection Law.

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