Sunit Bhalla of Oaktree Financial Planning in Fort Collins, Colo., had just landed at San Francisco International Airport when an email arrived from a client who was closing on a house. “The closing was moved up, and they needed more money than they expected,” Bhalla says.
Bhalla replied to the client and contacted the custodian to “get the money moved quicker than we normally would.” The problem was solved by the only person who could do it, because Bhalla works alone.
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