Myra Salzer's guest appearances

Myra Salzer

I Love Marketing

Corporate Talk With Charlie And Eva

Let's Talk Family Enterprise

Shep Gordon

Arianna Huffington

Hal Elrod

Tony Robbins

Peter Diamandis

Nir Eyal

Perry Marshall

Chris Voss

Gary Vaynerchuk

Dean Jackson

Heather Hans

Jordan Belfort

Jim Kwik

Gabrielle Bernstein

Marie Forleo

OwlTail

Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors (FEAs) in supporting their clients.     Myra Salzer is the Founder of The Wealth Conservancy and has been repeatedly listed among top financial advisors in the U.S. by Worth Magazine.   Myra joins host Ruth Steverlynck to share her insight and knowledge on working as an advisor for inheritors. She shares tips, best practices and what to consider when building relationships with this often underserved and misunderstood clientele.   Key Takeaways [0:16] Ruth introduces Myra Salzer — known as the inheritors’ advocate — and asks her to explain what an inheritors' advocate is. [3:12] There has been a rise in resentment against the wealthy and Myra touches on how this has affected inheritors and what emotions she usually sees in new beneficiaries. She also shares tips on what advisors should check, in themselves, in order to do their jobs well. [5:34] Hostile envy is a phenomenon that can manifest itself in some individuals in direct relation to their own relationship to money and can be very destructive to inheritors. Myra also gives her definition of minorities, how inheritors do fall within those parameters and why they require an advocate. [8:26] Myra shares her experience on how to best work with inheritors from an advisory perspective, as well as the biggest pitfalls to avoid, the first of which is to work on being aware of your own prejudices and find ways to circumvent them in order to prevent dehumanizing your clients. [14:09] So you’ve found that you do have some biases and latent prejudices? Myra explains how relying on other people or teams to better serve your client may be the best way to move forward in that relationship. [15:36] Myra offers a workshop for inheritors as many tend to hide their wealth and try to fit in. She shares the story of when she realized how alone this minority group was and how helpful this workshop can be. [23:03] Advisors should also have a place to safely talk about their experiences and bounce ideas off of other experts and meet new resources. [24:00] For listeners who are interested in this topic, Myra recommends a book, her TEDx talk and her workshop, all of which are linked below. [25:45] Ruth thanks Myra for her time and experience, then invites listeners to subscribe and tune in for the next episodes.   Mentioned in this episode Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Xchange   Myra’s resources  Workshop: Inheritors of Wealth Workshop Myra’s  Books Myra’s TEDx Talk Book:  The Cycle of the Gift: Family Wealth and Wisdom, by James E. Hughes Jr., Susan E. Massenzio, and Keith Whitaker  More about the Family Enterprise Xchange  Family Enterprise Xchange (FEX) FEX on LinkedIn FEX on Facebook FEX on Twitter    More about our guest  Myra Salzer at The Wealth Conservancy Myra Salzer on LinkedIn 

Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors (FEAs) in supporting their clients. Myra Salzer is the Founder of The Wealth Conservancy and has been repeatedly listed among top financial advisors in the U.S. by Worth Magazine. Myra joins host Ruth Steverlynck to share her insight and knowledge on working as an advisor for inheritors. She shares tips, best practices and what to consider when building relationships with this often underserved and misunderstood clientele. Key Takeaways [0:16] Ruth introduces Myra Salzer — known as the inheritors’ advocate — and asks her to explain what an inheritors' advocate is. [3:12] There has been a rise in resentment against the wealthy and Myra touches on how this has affected inheritors and what emotions she usually sees in new beneficiaries. She also shares tips on what advisors should check, in themselves, in order to do their jobs well. [5:34] Hostile envy is a phenomenon that can manifest itself in some individuals in direct relation to their own relationship to money and can be very destructive to inheritors. Myra also gives her definition of minorities, how inheritors do fall within those parameters and why they require an advocate. [8:26] Myra shares her experience on how to best work with inheritors from an advisory perspective, as well as the biggest pitfalls to avoid, the first of which is to work on being aware of your own prejudices and find ways to circumvent them in order to prevent dehumanizing your clients. [14:09] So you’ve found that you do have some biases and latent prejudices? Myra explains how relying on other people or teams to better serve your client may be the best way to move forward in that relationship. [15:36] Myra offers a workshop for inheritors as many tend to hide their wealth and try to fit in. She shares the story of when she realized how alone this minority group was and how helpful this workshop can be. [23:03] Advisors should also have a place to safely talk about their experiences and bounce ideas off of other experts and meet new resources. [24:00] For listeners who are interested in this topic, Myra recommends a book, her TEDx talk and her workshop, all of which are linked below. [25:45] Ruth thanks Myra for her time and experience, then invites listeners to subscribe and tune in for the next episodes. Mentioned in this episode Let’s Talk Family Enterprise podcast is brought to you by <a href="https://family-enterprise-xchange.com/" rel="nofollow" target="_blank">Family Enterprise Xchange</a> Myra’s resources <ul> <li>Workshop: <a href="https://www.thewealthconservancy.com/iowa/" rel="nofollow" target="_blank">Inheritors of Wealth Workshop</a></li> <li>Myra’s <a href="https://www.amazon.com/s?i=stripbooks&amp;rh=p_27%3AMyra+Salzer&amp;s=relevancerank&amp;text=Myra+Salzer&amp;ref=dp_byline_sr_book_1" rel="nofollow" target="_blank"> Books</a></li> <li>Myra’s <a href="http://www.tedxwilmington.com/speakers/myra-salzer/" rel="nofollow" target="_blank">TEDx</a> Talk</li> <li>Book: <a href="https://www.amazon.com/Cycle-Gift-Family-Wealth-Wisdom/dp/1118487591" rel="nofollow" target="_blank"> The Cycle of the Gift: Family Wealth and Wisdom</a>, by James E. Hughes Jr., Susan E. Massenzio, and Keith Whitaker</li> </ul> More about the Family Enterprise Xchange <ul> <li><a href="https://family-enterprise-xchange.com/" rel="nofollow" target="_blank">Family Enterprise Xchange</a> (FEX)</li> <li><a href="https://www.linkedin.com/company/family-enterprise-xchange" rel="nofollow" target="_blank">FEX on LinkedIn</a></li> <li><a href="https://facebook.com/FamilyEnterpriseXchange/" rel="nofollow" target="_blank">FEX on Facebook</a></li> <li><a href="https://twitter.com/FEXcanada" rel="nofollow" target="_blank">FEX on Twitter</a></li> </ul> More about our guest <ul> <li>Myra Salzer at <a href="https://www.thewealthconservancy.com/team/myra-salzer/" rel="nofollow" target="_blank">The Wealth Conservancy</a></li> <li>Myra Salzer on <a href="https://www.linkedin.com/in/myra-salzer-140787b7" rel="nofollow" target="_blank">LinkedIn</a></li> </ul>

04: Myra Salzer on the Wealth Prejudice

Myra has been honored by Worth magazine multiple times on their annual list of Top 100 advisors, and her 30 years of experience are evident in her client-centric approach.  Her clients come from varied backgrounds, but share one key life-changing event: windfall wealth.

Protecting Your Wealth-Corporate Talk:  Myra Salzer

Joe Polish

Show Notes:  How Myra became one of the top experts in the world on preserving wealth and inheritance The right way (and wrong way) to leave wealth and assets to your children, family or loved ones Myra shares the one word difference between wealth creators and inheritors The #1 appeal you can offer and market to people who have money Challenges inheritors face and strategies for overcoming them Navigating family issues that come with inheritance and wealth Myra clarifies the biggest inheritance myths and misconceptions The safest way to become wealthy (and dangers to watch out for) How to use money to solve problems, enhance your quality of life and create more freedom 

Show Notes: <ul> <li>How Myra became one of the top experts in the world on preserving wealth and inheritance</li> <li>The right way (and wrong way) to leave wealth and assets to your children, family or loved ones</li> <li>Myra shares the one word difference between wealth creators and inheritors</li> <li>The #1 appeal you can offer and market to people who have money</li> <li>Challenges inheritors face and strategies for overcoming them</li> <li>Navigating family issues that come with inheritance and wealth</li> <li>Myra clarifies the biggest inheritance myths and misconceptions</li> <li>The safest way to become wealthy (and dangers to watch out for)</li> <li>How to use money to solve problems, enhance your quality of life and create more freedom</li> </ul>

How To Build, Protect and Pass On Your Wealth With Myra Salzer - I Love Marketing With Joe Polish and Dean Jackson Episode #200