I have a client who constantly brags about how wealthy he is. He tells me he has other accounts with other firms and that I'm being too conservative with his account. The problem? He refuses to show me his other accounts and says he's happy with those investment advisors. He doesn't want me spending my time trying to "get his other accounts" and wants me to just focus on the ones I have. While I admit I'd love to have his other accounts, I'm more concerned that I could be over-concentrating him without knowing it. Any suggestions?
— H.B., North Carolina
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