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The author has more than 10 years of experience as a certified accountant and financial planner.
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Many of his wealthy customers have common habits, mindset and wealth creation strategies.
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He learned six useful financial lessons, including generosity, health and relying on others.
I am a certified accountant and a certified financial planner with more than a decade of experience to help with high income professionals and various business owners to control their finances. My clients range from medical professionals to small companies, and I help them increase their wealth, reduce the tax burden and manage a more profitable business.
Many of my high -value customers have common habits, thinking and strategies that have helped them create and maintain their wealth. Good news is that everyone can apply these habits to improve their financial life.
Here are the six most useful lessons I have learned from my richest clients.
One of the deepest lessons I have learned is that life becomes richer when you focus on others, not just focusing on yourself.
For example, customers who are generous with their employees often see that maintenance percentages are rising. This principle covers not only finances but also mental well -being, relationships and common happiness. Generosity has a way to open a door whose talent or hard work sometimes cannot.
Many of my richest customers often share the fact that they are not where there are, among others who helped them, to generosity.
Wealthy individuals often have incredibly demanding schedules, leaving little time for personal tasks or downtime. One of the keys to success is to recognize the power of external and delegation.
Whether they hire a babysitter to help children’s care or work with their financial advisor to manage their finances, they understand that they cannot do it alone. Instead of trying to juggle all responsibilities, they create a reliable team around them with professionals who help them focus on what’s most important.
They become comfortable to rely on others, knowing that this is the only way to do everything in their plate, still maintaining their reasonableness and quality of life.
If you do not care about your health, it will be harder to achieve your goals, no matter how important they are. Many of my richest customers have learned this first hand. They realized that when their mental, physical, spiritual or emotional health is unfamiliar, their ability to lead, create and suffer.