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No Man Is An Island – Part 1

No Man Is An Island is the title of Speaking Presentation that I am doing on December 6th for Financial Management (BC) Inc.

No man is an island, entire of itself; every man is a piece of the continent. – John Donne

The concept is Financial Advisors have great relationships with their clients and their clients Need –

?؂Äö¬ß Critical Illness
?؂Äö¬ß Disability Insurance
?؂Äö¬ß Insured Life Annuities
?؂Äö¬ß Investment Advice
?؂Äö¬ß Succession Planning
?؂Äö¬ß Taxation Advice

– and more

But the Financial Advisor hesitates to form a Strategic Alliance and work with another Advisor and Create a Split Case to meet their Clients Needs because –