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Building Wealth With Purpose: Kathy Entwistle on Trust, Financial Planning, and the Human Side of Wealth
In this episode of the NY Professional Spotlight Podcast with Roman Kirzhner, Roman sits down with Kathy Entwistle, Managing Director and Private Wealth Advisor at Morgan Stanley with the True North 360 Group. Kathy helps clients who have worked hard to build wealth understand how their financial resources can support the next phase of their lives.
Kathy explains why great wealth management starts with listening. Rather than focusing only on numbers, she takes time to understand each client's goals, values, priorities, and what matters most to them. From there, she works to create a financial…
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