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5 Keys to Developing Relationships with Financial Planners

Learn the methods to develop a relationship with financial planners.

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5 Keys to Developing Relationships with Financial Planners

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  1. 5KeystoDeveloping Relationshipswith FinancialPlanners PerformanceExperts www.performance-experts.com

  2. TakeTimetoEducate Yourself Subscribe to financialplanning magazines Read bookson financialplanning and financialliteracy

  3. Obtainadesignation If youwanttoincrease yourownvalue as a loan officerwhile learning more about financial advising,obtaining a designationiskey.

  4. Rememberthatit’s a natural partnership Keepinmindthatitsimplymakessenseforloan originatorsandfinancialplannerstoworktogether. Loanofficersmanageliabilities, andfinancial plannersmanageassets.

  5. Seek advice fromotherloan originators.

  6. ContactUs

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