When clients and advisers become friends
While practice management experts said advisers must maintain a fine line between finances and personal issues, it's not uncommon for advisers to forge close friendships with their clients.
Susan Spraker simply couldn't hold back the tears.
Last year, when she was giving a eulogy for a client who died from lung cancer, she began to cry. It wasn't surprising: the deceased was more than a valued client — he was a valued friend.
Over the years, Ms. Spraker said she's become go
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