I recently met someone and did a self-referral. We completed his Financial Road Map® and then asked if we could meet again for me to meet his fiancée as well as his personal accountant. We met and I helped his fiancée complete her Values Staircase™ and discussed their goals. During the meeting the accountant made it clear that she was the gatekeeper for these clients, that she'd be reviewing our statements every month and that she would need to have input on the asset allocation, etc. Any advice on how to work with the accountant? The client values her and their relationship very much.

Article ID: 286

Last updated: 20 Nov, 2019

You are the Trusted Advisor. The accountant may or not be on your team, not the other way around. Remember, it’s you who are going to make sure they get their entire financial house in perfect order and keep it that way forever… not the accountant. Explain how you work to your clients and get them on board.

As you continue your journey and work through the Trusted Advisor Toolkit and attend the Values-Based Financial Planning Office™ for further Leadership development your skills and confidence in this area will improve.

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Values Conversation™

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Implementation Meeting

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