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Financial Planning > Behavioral Finance

Professional Partnerships: The Other Side of the Story

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Forming partnerships can be a great lead source, and provide an opportunity to network with financial professionals in other fields. But what do CPAs, financial planners, and other potential partners look for in an agent relationship? Justin Krane (CFP, CIMA), president of Krane Financial Solutions, discusses the importance of establishing partnerships, and explains what he wants from an insurance agent before he sends clients to them.