DALLAS - Two veteran founders of well-heeled financial planning firms—Richard “Richie” Lee of Lee Financial in Dallas, Texas and Michael Leonetti of Leonetti & Associates in Buffalo Grove, Ill.—readily confess that luck as much as deliberate strategy has contributed to their firms’ success.

“My management style depends on serendipity,” said Lee, when he spoke Sept. 18, along with Leonetti,at a convention of investment advisors in Dallas, sponsored by Bob Veres’ Insider’s Forum.

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