How to Talk to High Wealth Clients

How to Talk to High Wealth Clients

Mindy first reached out to me after an incident occurred with her husband Bob and their granddaughter Lucy. She was at her wits end. Mindy was panicky over a series of phone calls, worried she’d never see her granddaughter again. “It’s okay Mindy,” I said in a...
Power, Privilege, Payouts: The Enablers

Power, Privilege, Payouts: The Enablers

Susan Sarandon’s character on the hit Showtime series Ray Donovan is one of the most powerful Machiavellian if not the most powerful studio head in the movie industry. Samantha Winslow, the character’s name, yields tremendous power as a media mogul and has final say...
High-Wealth, High-Risk, High-Touch, High-Service

High-Wealth, High-Risk, High-Touch, High-Service

This article originally appeared on Huffington Post. The last article I wrote on working with high-wealth individuals drew a lot of attention. A few individuals wrote this population was their specialty and some individuals called me to see what I knew. It was as if...
The Price Of Gold: Doping And Professional Athletes

The Price Of Gold: Doping And Professional Athletes

The win may be the biggest pressure for players in professional sports. It is not enough to train for hours, days and weeks, a marriage of the mental and physical, pushing athletes to the brink. To finish first, conquer your opponent, and to stand highest on the...
Sports Stars – Fame & Addiction

Sports Stars – Fame & Addiction

I was never inclined to play sports. It wasn’t until I met my husband – a former collegiate athletic director – who taught me how the game of football is played. However, it wasn’t knowing where the red zone is, calling the 25 second rule or how many...
Too Big to Fail: Wealthy Clients & Addiction

Too Big to Fail: Wealthy Clients & Addiction

This article originally appeared on Huffington Post. Sam Polk, a former hedge-fund trader on Wall Street, tells the New York Times how his addiction to money and gambling was the source of his discontent. “In my last year on Wall Street my bonus was $3.6 million,”...
How Addiction Impacts Financial Management

How Addiction Impacts Financial Management

John Collins, Director of Investment Advisory & Principal of Aspiriant, recently published an article titled, “Addiction and Financial Management”, in which he discusses the difficult situation that a wealth advisor sometimes finds himself or herself...
Investigating Prince’s Death

Investigating Prince’s Death

It has been alleged that Prince’s family may have known about his drug use and abuse for years. According to a CNN report, two of Prince’s deceased siblings knew as far back as 2006 of his reliance on Percocet. The question becomes could Prince’s family members,...