published by nyfwa on Tue, 2015-06-02 11:30
By Ted Knutson
(Article appeared May 21 in Financial Advisor Magazine)
Want customers who can give you a standard of living you can “cheers” about? Brew a client base with the likes of Justin Ross, owner of the baseball bar Justin’s Café. Are you seeking the serenity that comes with a cadre of well heeled patrons? Peddling to Zen Spot proprietor Kelli Harrington and other entrepreneurs can hit the spot. For personal wealth is concentrated in the hands of American business owners to a high degree few financial advisors can imagine.