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The Case for Partnering with a Financial Advisor

Unless you carry the correct licenses, it makes sense to develop a relationship with several financial advisors and refer business from time to time.

4 minute read February 01, 2024 at 12:07 AM
By
Bryce Sanders
The Case for Partnering with a Financial Advisor

Some lawyers do not like financial advisors. They do not consider them "professionals," in the same category as doctors, CPAs and … lawyers. Those three professions needed to go to school for years, rack up lots of student loan debt and survive a barrage of exams to establish their credentials.

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