Finances are high on the list of concerns for most clients, he observed. "When I first started, one of my senior-level people told me that although we're not performing brain surgery, people need to have comfort in knowing that their finances are secure. They might have control over their house, they can exercise more, and eat the right foods, but when it comes to finances, many feel that it is out of their realm of control. It ranks high on areas in which they look for outside help - they look to us to handle an area they can't control themselves."
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