Don’t tell Kristi Sullivan, CFP, that trade shows
are a frivolous expense. During a financial plan-
ning trade group’s recent conference, Sullivan
struck up a conversation with an investment advi-
sor at a neighboring booth. The small talk turned to a deeper discussion in which
Sullivan learned the money manager was seeking a skilled planner to provide
formal financial plans to his clients, while also disclosing her own search for a
savvy asset manager to handle investments for her clients.
And thus a strategic alliance — and a steady source of new business for both
advisors — was born.
Sullivan is a fee-only advisor who, through Denver-based, Sullivan Financial
It’s a really good backstop to my business to have steady work.”