I was channel-surfing the other day when a TLC show about baking, of all things, hit a little close to home.

The show, "Buddy's Bakery Rescue" is a spinoff from the reality show "Cake Boss"; a master baker sprinkles wisdom on a new generation of dessert makers. What struck me, however, was how similar the issues that affect mom-and-pop bakeries are to those at wealth management firms.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access