CHARLOTTE, N.C. -- Just because your clients are successful executives doesn't mean they understand their own finances.

"I worked with a lot of C-level corporate executives," says John Nersesian, managing director of wealth management services at Nuveen Investments in Chicago. "I served them under this misconception: Because they had been really successful in their careers, they were very knowledgeable or fluent in the financial planning issues that affected them."

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