The client needs a financial plan!
No...The client needs life insurance!
No...The client needs tax planning!
No...The client needs estate planning!...
Until financial advisors, insurance agents, accountants and attorneys can learn to work proactively and holistically TOGETHER (rather than each diagnosing a client from their limited perspective), the CLIENT is underserved!
In this short video, we use this common parable to share our opinion on what happens all too often in our industries.
If you want to learn how to create a virtual family office experience and offer multi-disciplines under one roof...then we'd be happy to show you how we've done it.