Advisors as Quarterbacks

Financial advisors hold a unique position as the most consistent point of contact for families, making them the ideal "quarterback" for integrating strategic partners into a cohesive wealth management plan. By creating a Value-Added Support Team (VAST), advisors collaborate with estate attorneys, tax planners, and philanthropic experts to present a unified strategy for clients. 

This approach not only strengthens the advisor's role as a trusted coordinator but ensures that all aspects of the family's wealth and legacy are managed effectively. Words and positioning matter, reinforcing the advisor as the CEO of the complete family office.

This clip is an excerpt from episode 71 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Dr. Karen Weisgerber, Principal Consultant at Cambium Consulting Group. Stream episode 71 of my "Always On Podcast' on your favorite podcast channel:

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