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2025-01-02 13:00
I spent 7 years in Wealth Management And advised 453 clients (worth $1M to $100M each). Here are the 11 most important lessons I learned:
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The Millennial Money Woman
the_mmw
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The Millennial Money Woman
the_mmw
1. Networking A degree is good, but your network is better. Start building relationships with: • Bankers • Lawyers • Investors • Accountants • Wealth advisors • Business owners They know how the game works.
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Mikey Bling
nymikeyb
So what’s your job now 🧐