Episode 7 – Partnerships - a podcast by Financial Planning Association

In this episode, Rett Dean and Sean Kelleher share insights from their partnership at Riverchase Financial Planning. What does a picture from the Grand Canyon have to do with their partnership? Join us as we discuss everything from their approach to sharing an office and servicing clients to how competition between 50/50 partners benefits the clients.
After hearing Rett and Sean’s podcast, I think young financial planners should seriously consider partnering with others when they start their own firms.

“We don’t just sit around and talk to each other all day.”

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