Posted by Robert L. Arone – A Team of Coordinated Professionals Is Your Clients’ Best Bet Picture a symphony’s worth of classical musicians all trying to play a piece in perfect harmony, but they can’t see one another. Each of them also has slightly different sheet music. It doesn’t take a stretch of the imagination to know it’s not going to sound pretty. That’s what it’s like for clients whose various advisors don’t communicate. Of course, an individual’s wealth management strategy doesn’t come from just one part of their approach, but rather a comprehensive and holistic combination of the efforts of several professionals. A little miscommunication goes a long way You might be surprised to consider just how often disjointed planning and advising can impact a client’s long-term financial well-being. Estate planning attorneys, CPAs, financial advisors, and insurance agents may have access to the same initial set of client documents