Special thanks to our client, Eric J. Miller, for providing the inspiring story included in this case study. When we first met Stan Summers he had just blown two significant business cases and was concerned about making the same mistake with his other high-net worth prospects. Stan had been an advisor for three years. Prior to that he had been a consultant at a large firm. Though successful as a consultant, he was attracted to the idea of being his own boss and setting his own income...