NextGen Planners

The Mindset of High-Net-Worth Clients with Nancy Reid


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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.

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NextGen PlannersBy NextGen Planners

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