If you want insight into how wealthy investors think — and how to keep them as clients — it would be hard to find a more informed source than Charlotte Beyer.

After 20 years on Wall Street, Beyer spent another two decades as founder and CEO of the Institute for Private Investors, a highly regarded and exclusive membership organization that specializes in sophisticated investor education, access to wealth and asset managers, and peer review. By the time she retired two years ago, she had heard all the deep dark secrets, frustrations and desires of wealthy clients and their advisors.

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