Posted By Jordon Rosen, CPA, MST, AEP
Multi-disciplinary teaming, also known as collaboration, occurs whenever two or more advisors work together in a process that is “client-centric” to design, recommend, and implement specific strategies to the client. The issue at hand could be as simple as recommending a Roth conversion strategy, but also includes planning for retirement, education, portfolio management, risk management, selling a business, as well as a full- blown estate plan involving lifetime gifting strategies, charitable bequests, and dynasty trusts. Regardless of the complexity of the task, a successful high-level team approach should ultimately result in a benefit to both the client and the advisors. This VLog will look at the advantages of high-level teaming, what a high-level team of advisors looks like, how they operate and the challenges it can present to the group.
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