Advising clients about their small businesses is not for the control freak, the timid or the egocentric. But for planners who venture into this terrain, working with entrepreneurs may provide some of the most satisfying experiences - financially and emotionally - of their careers.
"When you graduate from just traditional planning, be prepared," warns Seth Streeter, co-founder of Mission Wealth Management in Santa Barbara, Calif., who likens the work to life coaching. With small business owners, "you are dealing with fertile minds that are going to paint with wild colors."
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