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75% Therapist with Sean Linder | Financial Planner Search
In this episode of Financial Planner Search, Sean Linder, founder of Honarc Wealth, talks about why a complex family does not want to be dropped into a box.
Sean has been an advisor since he left college, about sixteen years. He stayed independent on purpose. He does not want hundreds of clients. Money is too private for that. People do not sit down with their friends and open the balance sheet. The families he works with have complicated lives, most of them built a business, and a number of them own McDonald’s franchises. What they say when they call is almost never one neat request. It is…
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