Summary: Far too many financial advisors and accountants see each other as neighbors who visit every once in a while, when they should see the professions as siblings who take care of each other. Advisors plan for the client’s future, while accountants consult on the client’s past. Not only must these distinct fields work together for the client’s best interests, but doing so can also make both practices more profitable.
 Clients consistently rank their financial situation as one of the biggest concerns in their lives. Advisors and accountants can do more for clients when they bring their core competencies into a combined-service offering. These financial professionals work as partners when they have mutual respect and intimate knowledge of each other’s businesses.”Paul Saganey, founder and president, Integrated Financial Partners. |
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