I have an aversion to those in wealth management. That being said, I have many friends in the space and I'm thankful for the professional help I have received to date from some very smart people. Here's where that aversion comes from: in my early years of networking, I would find myself at Chamber of Commerce-like cocktail events, and I felt like the people who were the most annoying in these scenarios were the wealth management people. They would "work the room" and fling out business cards like ninja stars at any body in their way. Derek Coburn is a wealth management guy, but not "one of those guys."





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Share your small business tips with the community!
Share your small business tips with the community!
Share your small business tips with the community!