“After several years working as a wealth advisor, I began to notice an emerging pattern in my clients. Despite the fact that most of the people and families I work with are wealthy by most standards, they were finding themselves trapped by their fears and beliefs about money. Although they weren’t limited by the usual concerns about money, they had many excuses, mostly financial, as to why they couldn’t live their dreams. Eventually I learned that wealth is a state of mind. Rich or poor, money can be just one more excuse not to get on with life.”
Franco Lombardo is in his second decade as a family wealth advisor. He has enormous passion for helping clients and their families re-define wealth by discovering the critical relationship between one’s Money Motto® and personal values. Franco’s practical facilitation supports people in the process of recognizing their dreams and making them real. A highly energetic wealth coach and inspirational speaker, he has helped many by sharing his own stories of challenge and success around money.
Before becoming the co-founder and Managing Director of Veritage, Franco gained over twenty years experience advising and consulting on the psychology of money and in assisting families on how it relates to their circumstances. His career started as a financial advisor in Western Canada prior to evolving into a full time consultant. He is the author of three books: Life after Wealth®: When is Enough, Enough?, Money Motto®: The Path to Authentic Wealth® and Great White Elephant: Why Rich Kids Hate their Parents!TM.
Franco has spoken to CICA (the Canadian Institute of Chartered Accountants) on succession planning, The Family Office Association, CAFÉ (The Canadian Association of Family Enterprise), YPO (Young Presidents Organization) and Vistage (an organization serving the needs of CEOs around the world). He has appeared as a guest speaker on national television on BNN’s “Money Talks” and Global Television’s “The Morning Show”.
Franco is considered to be a leading expert on the issues of the psychology of money, and how it affects family interaction and wealth legacy. He continues to be quoted and been interviewed for and appeared in Calgary Hearld, Globe and Mail, CNBC, ABC News, USA Today, Worth Magazine, Yahoo Finance UK, NZ, Switzerland, Germany, Singapore, India, Mexico, Spain, Italy.