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The Case for Partnering with a Financial Advisor
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.
Let's stick with the "not professionals like us" comment. Traditionally, doctors, lawyers and CPAs sat on a higher plane because they did not need to beat the bushes for clients. The 2004 TV series Boston Legal changed that when characters asked: "How much business is he bringing into the firm?" Today, even professionals advertise.
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