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For financial planners, crash course in hand-holding

Retired Dr. Benjamin Cooley and his wife, Linda, met with David J. Amico, president of Braver Wealth Management, on Thursday to discuss their portfolio numbers. Retired Dr. Benjamin Cooley and his wife, Linda, met with David J. Amico, president of Braver Wealth Management, on Thursday to discuss their portfolio numbers. (Jonathan Wiggs/Globe Staff)
By Jenn Abelson
Globe Staff / September 27, 2008

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Raj Sharma is used to hard numbers, cold calculations, and strategic thinking. But the 50-year-old private wealth adviser now has a new role: therapist. (Full article: 975 words)

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