It happened only once, recalls Dan Candura, president of PennyTree Advisers in Braintree, Mass. The singular instance: a prospective client, a practicing architect, offered Candura a bartered exchange; the architect would create a home design, Candura would provide financial services.
“He was the one client who bridged the topic,” Candura says. “He said, ‘I do a lot of bartering of my services.’”
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