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  • If you buy into the premise from my book Wealth Management Unwrapped that you are the figurative CEO of My Wealth, Inc, you will be business-minded in your approach to your wealth. However, most individuals continue to do five things they would never do if they were running a business.

  • Again and again, the financial community makes no distinction between the do-it-yourself investor and those who would prefer to use an adviser. The truth is, most investors (two-thirds, according to many studies) yearn for a trusted adviser. Their quest, however, is often frustrated by a number of obstacles.

  • The movement by investors to seek independent advisers to help pick funds or money managers gained wide acceptance in the 1990s and 2000s, inspiring stockbrokers, accountants, lawyers and consultants to form wealth advisory divisions.

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