Financial Planners Need to Learn to Deal With Clients Who Can Be Rigid in Their Ways

Wade Slome does his best to avoid know-it-alls. As founder and president of Sidoxia Capital Management in Newport Beach, Calif., Slome set up shop as a certified financial planner in 2007 and now manages $12 million in assets. His practice has performed better than might be expected, given that the 2008 stock market dive came so soon after his launch. He concedes, however, that in building his practice he has encountered many challenging moments including dealing with prospective clients (and even some existing ones) who seek his help but also come armed with all sorts of rigid ideas about how to manage their money.

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