What I learned while working with the wealthy

A financial advisor must be an educator, a problem solver and, says Barbara Stewart, a keeper of secrets

By Kira Vermond
This interview has been edited and condensed.
HIGH-NET-WORTH CONFIDENTIAL


You’ve been working with rich clients for years. Do high-networth people think differently about money? You might assume that they’ve got so much money, maybe they won’t worry about it, but often they do. I remember a highly successful entrepreneur...

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