You’re on our short list of early listeners—thank you for your interest.

Below is a private preview of the forthcoming Confessions of a Wealth Manager audiobook, offered solely for educational purposes and not yet released to the public.

What you’ll hear

1. Behind-the-scenes industry insights—practices and fee structures many investors overlook.
2. Action-oriented planning frameworks you can evaluate with your own adviser to help improve your probability of long-term success.
3. A step-by-step approach to assembling a coordinated advisory team (investment, tax, legal, and estate professionals).

This content is not yet available anywhere else. Consider it your backstage pass to the best ideas in the book—delivered straight from the author’s studio to your headphones.

If you’d like to reconnect and discuss any questions or next steps, please use the inline form below to book your 15-minute Quick Reconnect call with Vanessa.

She’ll gather a few details and help you schedule a full appointment if it makes sense. If you’d rather just dive in, your selected audio excerpts follow beneath the form.

Enjoy the listen, and thanks for being part of this exclusive first look.

Best regards,

Andrew Whalen