 Financial advisors with the proper temperament and skills to put together a team of professionals can uniquely position themselves as a key resource to handle a family business."Robert Klosterman, CEO, White Oaks Wealth Advisors. |
Small businesses present good opportunities for advisors
Robert Klosterman | CNBC, October 2014
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Summary: Financial advisors often see the small-business owner demographic as a desirable place to position themselves, yet many are unprepared for the various challenges and issues that present themselves when working with families who own successful businesses.
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