Best-selling financial book author David Bach grew up in a family of financial planners. His sister still runs The Bach Group at Morgan Stanley in Orinda, Calif., where she has $1 billion in assets under management, Bach says -- but she isn't taking any more clients, and he had no good answer whenever advisors asked him for a recommendation.

"People would see me on the streets, see me on 'Oprah,' and ask me for an advisor -- and I would have nowhere to send them," says Bach, a former advisor himself who says his "Finish Rich" books have sold 7 million copies. "In the last three, four, five years, it's bothered me more and more."

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