If you have one or two people not playing their positions, you can’t work like a team."
Charles Sach, Private Wealth Counsel. |
Summary: Many financial advisors join forces at some point, either with peers or with clients’ accountants and attorneys, to decide what’s best for those clients. And in any convocation of experts, disagreements are bound to arise. Advice firms can take steps to make sure healthy debate doesn’t sour into discord that could wind up endangering client relationships.
If you have one or two people not playing their positions, you can’t work like a team."
Charles Sach, Private Wealth Counsel. |
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