I have a vision. Call it my Financial Planning Utopia. It's a place where financial planners market together, collaborate and build practices together, and look out for one another's businesses as much as their own. If one planner fails, it is as much a group failure as it is the individual's. If someone is successful, it is a success that has been achieved by the collaboration of many.
How does this happen? It takes many people to market in the same way and adopt the same business approach, a niche marketing and niche-referral system.
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