TITLE

Stuart Lucas on Being Wealthy, Sharing Wealth, and the KISS Principle of Wealth Management

AUTHOR(S)
Lee, Shelley A.
PUB. DATE
March 2007
SOURCE
Journal of Financial Planning;Mar2007, Vol. 20 Issue 3, p16
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
The article presents an interview with Stuart E. Lucas, chairman of the Wealth Strategist Network and author of the book "Wealth: Grow It, Protect It, Spend It, Share It." Topics discussed include what it was like to be put on the Forbes 400 richest list, struggling with the challenges of wealth, the focus by financial advisors on becoming wealth managers, his 8 Principles of Strategic Wealth Management, whether wealthy people should have multiple financial advisors, and what feedback he has received about his book. INSET: Learning How to Stay Wealthy: The Wealthy Go Back to School.
ACCESSION #
24345350

 

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