Building a Successful Partnership

Why do opposites attract? Join Dennis and Katie as they introduce their (professional) partnership and the stumbling blocks they overcame as two former colleagues turned business owners. They share tools and resources that help them embrace their differences, align their instincts, create a shared vision, and prioritize what makes the journey worthwhile. Listen in for compelling insights into how their partnership informs the work they do as financial advisors to couples and families.

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