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Wednesday, November 17, 2010

4:45 PM - 5:35 PM
Track: Financial Planning View Track

BEST PRACTICES USING A THIRD PARTY MODEL (1 CPE)

Michael H. Parness, CIMA Managing Director, Professionals Alliance Group, National Director, OPPENHEIMER & CO

  • Putting your client in the hands of an FP expert, other than yourself
  • Finding chemistry between you and a third party that benefits your business
  • It's more than the money, it's about your business model

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