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Define what is wealth management, financial planning, wealth, investment. Bringing personalization and context will help you.
Your situation is unique. So don't compare financial portfolio with friends. Rather than focusing on numbers, focus on your financial goals to find personal happiness.
Fundamental of wealth management is having discipline with the wealth that you have and it is relative.
You need a trusted expert to ensure the wealth is managed well and it is personal. It is not always about increasing wealth.
Start small to develop discipline. Be patient as it will take time.
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unsubstantiated allegations against individuals and firms. Your constructive feedback
and opinions are very valuable to all of us in the industry. "
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