It takes a certain type of financial advisor who can successfully work with clients who own their own businesses.
“There are so many wonderful financial planners but so few of them do business financial planning,” says Karl Frank, a planner and founder of A&I Financial Services in Englewood, Colo., who specializes in entrepreneurial clients. While they have much in common, Frank and other planners point out, planners and business owners also would seem to be a poor mix.
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