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We saw other networking groups as closed systems: one attorney, one insurance agent, one financial planner. uLink is open, yet contained as well.
FORBES: Advanced Business Networking for the 20-Teens
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Stik can help you find the right real estate agent, mortgage banker, lawyer, financial planner, and insurance agent.
FORBES: Stik Raises $2.3 Million To Help You Find Local Professionals
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Your accountant, insurance person, investment manager, attorney, and financial planner all must be on the same page.
FORBES: Put the Client First
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Its Financial Planner saw no necessity for any more insurance.
FORBES: Bedlam
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Because the term "financial planner" (since it was coined in the 1930s by hungry insurance salesmen) has, like the moon, belonged to everyone.
FORBES: Watch Your Assets
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Financial planner Modly says HSAs make sense for small companies trying to contain health insurance costs, for self-employed people and for those whose employers offer no health insurance.
FORBES: The 2005 Investment Guide