Financial Planner

Kristi’s Quotes: Ever thought about PARTNERING with your competitors?

In this article in, Kristi talks about the benefits of collaborating with the competition:


Strategic Alliances have proven so successful for Sullivan that she has made pursuing them a priority. Prominent on the home page of her firm’s website is an invitation that reads, “I’ll partner with money managers to create financial plans that will strengthen your client relationships.”


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