What does it mean to be wealthy? Seems obvious at first reflection, yet your clients and you may be surprised how few people have an answer of what it means to live a life of wealth. In this talk (slide set, video) our founding Author of Success shares one of his trademark narratives with the Advanced Practice Network (APN). This talk enables advisors to establish conversations of philosophy and wealth with their clients. Mr. Kidwell introduces the Diminishing Liability of Retirement™ as an alternative approach to the conventional wisdom of the Capital at Work model of financial planning. Learn how sufficiency and surplus affect financial strategy, situational awareness, and the flaw of averages. Use these narratives to open new conversation with clients that help them design strategies with you that fulfill their fullest ambitions of wealth.

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Running Time: 59 min, 32 sec