Professional Alliance Advantage: Trusted Relationships to Manage Your Financial Future

Jaclyn Bradley

By Jaclyn Bradley | July 8, 2020

Convenience. It’s something that 21st century Americans have become quite accustomed to. Online shopping, five-minute meal prep and on-demand streaming services have made life a lot easier for many.

But what about your financial life? A “click and deliver” experience is probably not something you want for managing the complexities of your financial future. After all, shopping on Amazon, having Blue Apron deliver tonight’s dinner to your door, or binge-watching “Stranger Things” on Netflix are models of convenience built on immediate gratification. 

Managing your financial life requires a plan — a plan that’s built for today and extends many decades into the future. Fortunately, you don’t have to sacrifice convenience when it comes to your financial future.

The Professional Alliance Advantage (PAA) was built with convenience in mind. Clients typically have a wide range of financial needs—tax planning, retirement planning and insurance planning to name a few. You can get these critical services from financial professionals and firms who may understand your needs for what they sell. But, they probably don’t know your overall financial picture and you need your plan to work seamlessly.

Many people I know are in this situation. They want objective, professional advice when it comes to their money, but they don’t know where to turn. PAA aligns your team of professionals together, instead of working separately, in silos. Think of this approach like a general practitioner. If you have a medical condition, you could do a lot of research to find doctors who specialize in the treatment you need, but your general practitioner can recommend a trusted specialist that she knows is a good doctor to handle your case.

Your accountant may have a good understanding of your tax situation, but may lack the expertise and/or the licensing to recommend solutions for your retirement or insurance needs. But by having trusted relationships with experts in those areas, he can confidently recommend them to you. In my 20 years in the financial services industry, I’ve found that when a CPA makes a referral, people listen. It’s all about credibility and dependability.

And, today clients are very particular about who they work with. They want to understand the whole picture by working with financial professionals who give holistic advice instead of focusing on specific products. This approach gives these clients a warm introduction to someone they can trust, instead of hoping that their online research works.

When it comes to your financial goals, if convenience, peace of mind and ease of doing business appeal to you, then working with a team of professionals may be to your advantage. Although there are great digital tools out there, building trusted relationships with financial professionals who understand your particular needs is key to the success of your financial future.

To get a complete picture of your plan, find a financial professional today.


This post is for informational purposes only and should not be considered as specific financial, legal or tax advice. Depending on your individual circumstances, the strategies discussed in this presentation may not be appropriate for your client’s situation. The information in this material is not intended as tax or legal advice. Always consult your legal or tax professionals for specific information regarding your individual situation.  

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