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9 Tips for Teaming Up
By Ann Marsh


Coupling up, in the business sense, can increase income by 32% or even more, according to a recent Fidelity study and Financial Planning interviews with teamed planners.

“If you want to get the $2 million to $5 million accounts, you have to have a team. You have to have credibility.” says Jeremy Kisner, president of SureVest Capital Management.

Here are 9 tips for planners looking to build their practice by finding a partner.

For the full article, read here


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