Birds do it. Bees do it. Planners with complementary philosophies should do it. Coupling up, in the business sense, can goose your income by 32% or even more, according to a recent Fidelity study as well as Financial Planning interviews with teamed planners.
Just ask planners Jeremy Kisner, 43, and Robert Luna, 38, of SureVest Capital Management in Scottsdale, Ariz. The two say they have both more than doubled the size of their previous separate practices since joining forces about five years ago.
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