Three Habits of My Most Successful Wealth Management Clients

Clients are more likely to meet their financial objectives if they’re totally honest, take action in a timely manner and are actively engaged.

An older couple celebrate with their hands in the air while sitting in beach chairs on the beach facing the ocean.
(Image credit: Getty Images)

As a financial adviser, I have the privilege of guiding a diverse array of clients toward achieving their financial goals. Over the years, I've observed that the most successful among them share certain habits that significantly contribute to their financial well-being.

The following is an overview of the three essential habits my most successful clients have in common. These practices are not only about managing money effectively but also about adopting a mindset that fosters growth, resilience and long-term success. They represent a holistic approach to wealth management, where clients are actively engaged in the process, making informed decisions and adapting their lifestyles to meet their financial objectives.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Adam Lampe
CEO and Co-Founder, Mint Wealth Management

For more than 18 years, Adam Lampe has helped high net-worth-individuals, affluent families, foundations and institutions work toward their financial goals through holistic financial planning. As the CEO & Co-Founder of Mint Wealth Management, he leads all development efforts within the firm. Alongside his extensive work serving clients, Adam also teaches retirement planning courses through Lone Star College and Prairie View A&M University satellite campuses around Houston.