“How Advisors Can Act as Hubs for Clients’ Lawyers, Accountants”
By Zoe Sagalow | Financial Planning
Financial Planning recently featured Lee Korn, Principal and Financial Advisor at Opal Wealth Advisors, in the article “How Advisors Can Act as Hubs for Clients’ Lawyers, Accountants.“ The piece explores how financial advisors can better serve clients by working collaboratively with accountants, attorneys, insurance professionals, and other trusted specialists to create more coordinated financial strategies.
In the article, Lee shares why collaboration isn’t simply good communication, it’s an essential part of delivering comprehensive financial planning.
“If you’re not collaborating, you’re doing a disservice to the client.”
He also emphasizes that the goal isn’t to replace a client’s existing professionals, but to bring everyone together in the client’s best interest.
“We’re not replacing you. There’s no pride in authorship. The goal is for the client to win.”
These insights reflect the philosophy behind Opal Wealth Advisors’ approach to financial planning. We believe the most effective strategies come from coordinating every aspect of a client’s financial life, from investments and retirement planning to taxes, estate planning, and insurance, so every decision supports the bigger picture.
Read the full article: How Advisors Can Act as Hubs for Clients’ Lawyers, Accountants by Zoe Sagalow.