Guide to Getting Your Advisors To Talk to Each Other
Use these strategies to demand better coordination.
February 5, 2009
by Ed Drake, MSFP, CFP
In this age of highly complex tax, investment, legal, and personal planning challenges and rules, the need for coordination between your professional advisors has never been more critical. Unfortunately, much of this coordination falls on you - the client - the very person who was looking for help in the first place. This article focuses on how to get your key advisors to work together in addressing your needs.
Length: 3 pages (PDF 1457 kB)