We all have various personality traits. For example, some of us are introverts while others are extroverts. However, did you know that you also have a wealth personality and it has a big impact as you pursue your financial goals? On the latest installment of Lessons by the Lake, we're examining the topic of high-net-worth personalities. We'll be exploring how you can identify your own and how you can put it to work as you seek to make smart decisions about your wealth!Sit back, relax, and enjoy another enlightening conversation that's sure to leave you with considerations for your own financial well-being. Timecodes:0:06 - Introduction and overview on the topic of the day1:20 - What do we mean by a high-net-worth personality type2:29 - An investors attitude and characteristics needs to be similar to their wealth manager4:30 - The independent wealth personality7:50 - Those interested in keeping their wealth private overall9:43 - The VIPs and moguls12:10 - The gamblers and innovators13:57 - The importance of working with a wealth manager that recognizes these HNW types21:55 - How you can get in touch with Bob's team25:46 - Closing remarksConnect with Bob Bedritis:WebsiteFacebookYouTubeLinkedIn

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