0:58

Kaitlyn Laney describes how her dyslexia functions as an advantage in her financial-advisory work: she says it lets her 'see their entire life on a chessboard' and connect disparate pieces of clients' plans. She recounts meeting a $10 million-net-worth client and identifying four major issues in their trust language, estate plan, and tax plan that prior advisors missed, using this to encourage others to embrace traits labeled as weaknesses.

Questions this video answers

$10 million

Four major issues (in trust language, estate plan, and tax plan)

Chapters

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