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Financial Planner Partnerships

Relate Offers The Model for CPA – Financial Planner Partnerships

Jul 10, 2018

Considering the complexity of today’s client financial needs, now more than ever, CPA’s are partnering with financial advisors to gain advantage over the competition.

Have questions? Schedule an appointment.

John O'Brien,

MBA, RIA

John started Relate Personal Finance to help individuals, families and small businesses make smart financial decisions regardless of their income or wealth level. By approaching financial advice with a coach-like approach, John's goal is to inspire clients to take control of their own financial future.

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