When planner Gordon Bernhardt began focusing his practice on entrepreneurial clients about three years ago, he discovered all of them lacked one important asset: time.

“They are a challenge,” Bernhardt says. “These guys are so busy it’s hard for them to take the time to meet. One common concern these guys have is that they don’t have the time to focus on their wealth management, so you have got to be patient to try to get that [first] meeting.”

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