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Law Firm Management

The Case for Partnering with a Financial Advisor

Unless you carry the correct licenses, it makes sense to develop a relationship with several financial advisors and refer business from time to time.

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Some lawyers do not like financial advisors. They do not consider them “professionals,” in the same category as doctors, CPAs and … lawyers. Those three professions needed to go to school for years, rack up lots of student loan debt and survive a barrage of exams to establish their credentials. They did not simply need to take some tests and get licensed by the state. However, it makes sense to develop a business relationship with a few financial advisors.

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Accounting & Financial Planning for Law Firms › February 2024 ›

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