Скачать или смотреть How does a financial planner coordinate between my CPA and attorney?

💭 Here's a scenario that will sound painfully familiar:

You have a great CPA. A solid estate attorney. Maybe an investment advisor.

All of them are good at their jobs.

But none of them are talking to each other.

So your CPA does tax planning without talking to your attorney.

Your attorney updates your estate plan without looping in your CPA.

Your advisor has no idea what either of them are doing.

And you're stuck playing phone tag, translating between your own team, and praying nothing falls through the cracks.

Ian Weiner sees this constantly.

Business owners who've built great teams but spend hours a week just coordinating them.

That's exactly what a Personal CFO is supposed to fix.

Ian coordinates behind the scenes with your CPA, attorney, and other professionals.

A couple meetings a year where everyone's on the same page, then he handles the back-and-forth.

All of these professionals are focused on their specific discipline. Ian's focused on the big picture, making sure all the pieces connect.

You're not just paying him to save money. You're paying him to save time.

You don't have to be the middleman between your own team. I guess you can if you’re into that! 🤷

Find Ian on Sam's List and book a free consultation call with him by searching “Ian Weiner” on the site!