CHAPTER 33

Money in Motion

MONEY IN MOTION REFERS TO LARGER SUMS OF MONEY flowing into an affluent individual’s life because of a change in her personal or professional circumstances. Examples of this are flows resulting from mergers and acquisitions, a high-level executive leaving a company, receiving an inheritance, a divorce from an affluent spouse, and the death of an affluent spouse. Each of these changes of circumstances generates money in motion, and this market action plan is designed to position you to compete for this money.

If you decide you want to pursue this market action plan, be prepared to spend the time necessary to develop your expertise. This market is highly competitive. Your knowledge must be specialized, particularly in ...

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