For one wealth management firm in Greater Chicago, bigger is not necessarily better, and so a firm has created a culture that emphasizes teamwork and a relatively narrow professional focus. One leader of that firm, Mark Balasa, a CPA and CFP, remembers what it feels like to be a client looking for honest financial advice.
As a young CPA, he sought counsel from insurance agents and stockbrokers, only to come away with two unpleasant impressions. "I was struck by an almost tangible conflict of interest and felt lost amidst the bewildering complexity of choices, not sure where to turn," he recalls.
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