Because of a drawn-out medical struggle, I was recently reminded of the value of some basic -- and important -- rules for running a wealth management practice.

My health ordeal started in 2006 when I was mountain biking near my home in Scottsdale, Ariz., and hit a rough patch of terrain. I flew over the handlebars of my bike and directly into the arms of a cactus. Hundreds of barbs shot into my leg, causing immense pain and ultimately a horrible infection. As the years went on, the pain became harder to ignore. I traveled thousands of miles to speak with experts in search of relief.

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