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Partnering With Financial Planners

While most of my referrals come from litigation attorneys, there are times when I partner with other professional as well.  One group of professionals with whom I speak regularly are financial planners, as their clients and their businesses often encounter conflicts that they cannot resolve without external help.  I spoke recently with Jeffrey Tomaneng on the Financial Planners Association of New England Wicked Pissah Podcast about this very topic.  Take a listen if you are interested in learning more!