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Fee-Only Advisors and Insurance Agents—Perfect Together (Journal Live)
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Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone followed by a Q&A session. Questions are submitted by e-mailing This format affords attendees the opportunity for interaction with the expert speaker and a knowledgeable, engaged audience.

When: 05/28/2020
12:00 - 12:45 pm ET
Where: Journal Live - audio discussion
United States
Presenter: David Haman, MST, CFP
Contact: Member Services

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Professional relationships between fee-only CFP®s and commission-based insurance producers offer mutually beneficial opportunities, added value that extends to their clients. A successful career in the insurance business can be very lucrative, but success often depends on the agent’s ability to develop “centers of influence,” people willing to personally refer clients to the agent. For fee-only CFPs, there’s great value in having trusted relationships with insurance agents who can provide financial products. This paper examines these relationships and offers a structured model for those interested in growing their practices through an often-overlooked approach to professional networking.

Members: Read the column in the January 2020 Journal of Financial Service Professionals.

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