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Gary Shunk

Gary Shunk, LCSW is a consultant to families of wealth, family enterprises and the advisors who serve them. He is an expert in the psychology of wealth, family dynamics, and conflict resolution. He holds certification as a Family Business Advisor from the Family Firm Institute, and may be reached at website: http://www.wealth-psychology.com email: gary@wealth-psychology.com

 Articles by this Author

Conflicts of Interest and the Trusted Advisor
by Gary Shunk

The advisor/investor relationship contains ripe territory for real or perceived conflicts of interest. With proper handling, these potential pitfalls can be resolved before they sabotage the success of a financial plan.
 
Trust Equity: Critical Link Between Investors and Advisors
by Gary Shunk

Trust builds equity between investors and advisors. Wealth advisors today are giving more attention to what is being termed "life planning," or "client-centered planning," to help establish trust with investors.