The author has over 10 years of experience as a certified public accountant and financial planner.
Most of his wealthy clients have common habits, mindsets, and wealth-building strategies.
He’s learned six useful financial lessons, which include generosity, health, and relying on others.
I’m a certified public accountant and certified financial planner with over a decade of experience helping high-income professionals and diverse business owners take control of their finances. My clients range from medical professionals to small businesses, and I help them grow their wealth, reduce tax burdens, and run more profitable businesses.
Many of my high-net-worth clients share common habits, mindsets, and strategies that helped them build and maintain their wealth. The good news is that anyone can apply these habits to improve their financial life.
Here are six of the most useful lessons I’ve learned from my wealthiest clients.
One of the most profound lessons I’ve learned is that life becomes richer when you focus on pouring into others, rather than just focusing on yourself.
For example, clients who are generous with their employees often see retention rates soar. This principle extends beyond finances into mental well-being, relationships, and overall happiness. Generosity has a way of opening doors that talent or hard work alone sometimes can’t.
Many of my wealthiest clients often share that they wouldn’t be where they are without the generosity of others who helped them along the way.
Wealthy individuals often have incredibly demanding schedules, leaving little time for personal tasks or downtime. One key to their success is recognizing the power of outsourcing and delegation.
Whether they hire a nanny to help with childcare or work with a financial advisor to manage their finances, they understand that they can’t do it all alone. Instead of trying to juggle every responsibility, they build a trusted team around them with professionals who help them stay focused on what matters most.
They become comfortable relying on others, knowing it’s the only way to accomplish everything on their plate while still maintaining their sanity and quality of life.
If you don’t take care of your health, it will be harder to reach your goals, no matter how important they are. Many of my wealthiest clients have learned this firsthand. They’ve realized that when their mental, physical, spiritual, or emotional health is off-balance, their ability to lead, create, and perform suffers.
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