Updated Thursday, July 31, 2014 as of 7:30 AM ET
Practice - Succession Planning
Planners Who Deal With Business Owners Can Find it Rewarding
Saturday, September 1, 2012
Partner Insights

Business owners sometimes create a great deal of wealth for themselves and their families, so it's understandable that many planners seek them out as clients. But current and former business owners are often not the easiest, most cooperative clients. Some can be independent to the point of prickliness, others may be sure that they know best and often need substantial persuasion before agreeing to take professional advice.

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