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The Wealth Advisor

We Are Celebrating International Networking Month

We Can Do Great Things When We Work Together

February is known as International Networking Month. During this month, we can celebrate our professional relationships by building and strengthening our networks. Find out how we can work together to provide unique solutions for our clients, like our hypothetical couple John and Jane.

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Top 3 Questions to Ask Your Clients About Their Estate Plan

As a trusted advisor, you provide expert guidance to your clients regarding many financial planning matters. It makes sense that you will come across clients who ask about estate planning. This article discusses questions you can use to start the conversation.

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Rules to Follow When Working With Referral Sources

Attorneys are bound by many different sets of rules regarding how they interact with clients, prospects, and referral sources. The following are some American Bar Association model rules that attorneys must adhere to when working with other professionals.

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This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.