Partnering with other financial professionals - the importance of coordination in financial planning

#financialmalpractice #infinitebanking #HazeltineLLC

One of the themes that came out of our financial malpractice series is the importance of coordination between financial professionals. All the members of your financial team need to talk to each other and work together (financial advisor, life insurance agent, estate planning attorney, etc.). "Abundance mindset" financial professionals like me and Peter view other financial professionals as valuable partners, not competition.

Hence, 1 + 1 = 3 when we all work together to come up with the optimal overall solution for our clients, rather than working in silos and viewing each other as competition. If only the financial advisor in question (in our financial malpractice series) had taken the opportunity to partner with me, we could have come up with a great overall solution and added tremendous value to the client.

Schedule time with me:
https://calendly.com/tradfinance/initial-consultation

Referral links
Save money on healthcare by switching from a health "insurance" plan to a health sharing plan with CrowdHealth:
https://app.joincrowdhealth.com/r/MZEZNO
Pay off your house in 5-7 years by switching from a conventional mortgage to a first lien HELOC:
https://flhambassador.com/a1149/

www.youtube.com/@HazeltineLLC
www.calendly.com/tradfinance
[email protected]
www.hazeltinellc.com
678-201-1629
www.linkedin.com/company/hazeltine-llc

Timestamps
0:00 Introduction: 1 + 1 = 3 with partners
3:00 Coordinating all your assets
9:40 Use whole life to take advantage of market downturns
12:15 Wealth can be created, it's not a zero sum game
15:25 You can't be an expert in everything
17:30 A little coordination goes a long way
20:00 Focus on one specialty, partner with others for the rest

#infinitebankingconcept

Тэги:

#Infinite_Banking_Concept #life_insurance #becoming_your_own_banker #whole_life_insurance #insurance #retirement #long_term_care #malpractice #financial_advisor #annuities #reverse_mortgage #HECM

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