We work with a network of professional referrals that, when coordinated with, help us manage your wealth and financial plan. To help develop a comprehensive financial plan, we recommend establishing relationships with trusted attorneys, mortgage consultants/companies, and tax professionals.
NOTE: address establishing relationships with people of influence within the FA’s targeted group. For example: I had a colleague who targeted Professional Fishermen. He learned the Centers of Influence were the reps from the manufacturers.
