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What Does it Mean to Be a Connector?What Does it Mean to Be a Connector?

When it comes to financial planning, having an advisor who can connect clients with other resources can make all the difference.

July 26, 2023

 

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United Planners has always encouraged advisors to network with vendors, custodians, technology platforms, and even other advisors in order to learn from each other and share information. Eric Hemingway, founder and managing partner of Hemingway Wealth Management shares his insight.