Success Story – Generational Partnership

Beware Old AgeWhy do advisors outsource finding their business partner or generational partner to a professional? Read first hand in this article from Investors Business Daily about my client’s experience.

“I’m not a recruiter,” said Steve Flaten, a certified financial planner in Eau Claire, Wis., who recently took the plunge and hired an outside recruiter. “I like meeting with clients and solving their problems. It’s expensive to hire, but in the end, it saves me money because I can concentrate on what I do. There’s no wasted motion.”

Read more about his experience at Investor’s Business Daily.