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Todd Whatley reveals the transformative power of attorneys and financial advisors working side-by-side to provide comprehensive elder law services that truly meet clients' needs. Drawing from 25 years of experience and recent success implementing this collaborative approach, Todd explains how breaking down professional silos creates superior outcomes and increases profitability.
• The current system forces clients to shuttle between separate attorneys and financial advisors who rarely communicate
• Important planning details get lost and recommendations conflict when professionals work in isolation
• Mutual distrust between attorneys and advisors often prevents collaboration that would benefit everyone
• Financial advisors face pressure to offer estate planning through "ghost law firms" that provide inferior documents
• Implementing a collaborative approach where financial advisors join attorney meetings creates comprehensive solutions
• Having both professionals present ensures clients receive complete advice on legal, tax, and long-term care issues
• Real case example: advisor identified undervalued business assets, resulting in improved tax planning strategies
• Attorneys practicing without financial advisor partnerships miss opportunities and leave money on the table
• When professionals collaborate, clients leave with integrated legal and financial plans aligned with their needs
If you're interested in transforming your practice with these strategies, join us at the Transformation Summit next February where we'll spend four hours expanding on this approach. Email Trisha at [email protected] for information.
Check out our new website www.TheElderLawCoach.com.