Mingling at a dinner party several months ago, Steven Pomeranz, a financial planner in Boca Raton, Fla., found himself seated next to a corporate CFO who manages his own wealth. After learning that Pomeranz was an investment advisor, the executive started expounding about what he thought Pomeranz should do in the stock market - then asked for advice about specific companies in his own portfolio.

"He told me, 'I could use some help,'" recalls Pomeranz, who from experience knew to pass on what others might see as an opportunity. "It sounds like you've already got it all figured out," he told the man.

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