“One of our objectives at The Diamond Group Wealth Advisors is to continually “raise the bar” on our ability to deliver extraordinary service and advice to our clients, said Marilyn Suey, Principal, and CEO.
SAN RAMON, Calif. (PRWEB) April 04, 2018
The world of personal finance and wealth management has changed. Do you know what the changes are and how they may impact you? It’s no longer just about managing investment performance. Jack Canfield, the co-author of the Chicken Soup for the Soul ® series, the book The Success Principles, and a featured teacher in the movie and the book The Secret. The award, sat down with Marilyn Suey, of The Diamond Group Wealth Advisors to talk about how she and her team work with their clients to design and take greater care of their financial house.
“One of our objectives at The Diamond Group Wealth Advisors is to continually “raise the bar” on our ability to deliver extraordinary service and advice to our clients," said Marilyn Suey, Principal, and CEO. “We take great care as we serve and support our clients who are business owners, health care professionals, and C-Level executives. Our advice includes managing investments; however, we go much deeper to ensure that our clients have a path to reach their dreams, including their purpose, and passions on their journey toward financial independence, using our Prosperity Blueprint Process."
“I love what you said about the fact that when people come in to meet with you, they bring all of their financial stuff, but you put it aside for the moment and ask, what's your big dream?" said Jack Canfield. "And to continue, with what is it you want to do with your life and how can we support you in achieving that dream, along with your financial plan, built on the passions and the purpose of your life?" “Additionally, Marilyn has a tremendous interest in supporting women and has created a group called “Savvy Women” that hosts seminars, retreats and, financially fit masterclasses, to educate, inform and enable women to feel confident as they take action to build their financial houses for themselves and the people and causes they care about deeply.”
About Jack Canfield
As the beloved originator of the Chicken Soup for the Soul® series, Jack Canfield fostered the emergence of inspirational anthologies as a genre - and watched it grow into a billion-dollar market. As the driving force behind the development and delivery of more than 123 million books sold through the Chicken Soup for the Soul® franchise (and over 500 million copies in print worldwide), Jack Canfield is uniquely qualified to talk about success.
Affectionately known as "America's #1 Success Coach," Jack has studied and reported on what makes successful people different. He knows what motivates them, what drives them, and what inspires them. He brings this critical insight to countless audiences internationally---sharing his success strategies in the media, with companies, universities and professional associations.
Jack is a Harvard graduate with a Master's Degree in psychological education and one of the earliest champions of peak-performance, developing specific methodologies and results-oriented activities to help people take on greater challenges and produce breakthrough results.
His proven formula for success reached global acclaim with his most recent National Bestseller, The Success Principles: How to Get from Where You Are to Where You Want to Be. This new standard in self-improvement contains 64 powerful principles for success utilized by top achievers from all walks of life and all areas of commerce. The Success Principles ---and the entire empire of "Principles" books, products, coaching programs and branded retail merchandise ---is Jack’s most recent offering to the more than 100 million readers he currently reaches worldwide.
About The Diamond Group Wealth Advisors
The Diamond Group Wealth Advisors is an independent wealth management firm that empowers its clients to design and define their ideal lifestyles starting today, for tomorrow and for life. We follow a disciplined planning process that enables our clients to build the customized Prosperity Blueprint that guides them as they travel on their path toward financial independence. Our clients understand that their wealth is more than their money. Working with us, using our Prosperity Blue Print Process, we help guide our clients to take care of their families, and the people and causes they care about deeply. http://www.diamondgroupwealthadvisors.com
Marilyn Suey is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC, The Diamond Group Wealth Advisors, LPL Financial, and the Jack Canfield Companies, are all separate entities. CA Insurance License #0E01981.