Professional relationships between fee-only CFP®s and commission-based insurance producers offer mutually beneficial opportunities, added value that extends to their clients. A successful career in the insurance business can be very lucrative, but success often depends on the agent’s ability to develop “centers of influence,” people willing to personally refer clients to the agent. For fee-only [...]
This article appeared in the July 2019 Journal of Financial Service Professionals.
Planning for Business Owners
This article appeared in the July 2018 Journal of Financial Service Professionals.