“My clients have lots of money they don’t need to learn about it.”
This generalization from the financial industry is part of the reason why many multi-millionaire clients end up falling for the biggest financial scams. It is also why so many financial professionals are always in search of the ultra-high net worth client because those [...]
Tracy Piercy, CFP
Founder and CEO of MoneyMinding Inc.
Founder of The MoneyMinding Foundation
Tracy Piercy, CFP, delivers a revolutionary lifestyle approach to personal finance. A Certified Financial Planner professional with 17 years experience in the industry, Tracy’s expansive knowledge in the industry includes insurance, banking, investments, business and education.
From 6-Figure Professional Practice to Entrepreneur and Financial Educator
Tracy was a top producing investment advisor with one of Canada’s largest investment firms, CIBC Wood Gundy, when she sold her 6-figure practice to concentrate on financial training. The
result of years of study and personal experience is MoneyMinding®. MoneyMinding introduces a whole new way of looking at every area of personal finance so that decisions individuals make on a day-to-day basis support wealth creation and lifetime financial security.
Misconceptions About Multi-Millionaires and Their Money
Monday, June 29th, 2009
Posted in Coaches Corner, General |
