It seems that financial planners have figured out the benefit of - TopicsExpress

It seems that financial planners have figured out the benefit of having interdisciplinary teams. Let me quote from an article by Kirk Loury and Kevin Forbush titled Achieving Higher Growth with Multidisciplinary Teams that was published in the March 2013 edition of Journal of Financial Planning. Across industries, the natural product development evolution is from single-purpose products to bundled/packaged products. Bundling is taking hold within the financial and wealth management industry in the form of multidisciplinary teams (MDT). Here, the client gains the benefit of comprehensive planning and execution attended to by a coordinated team of financial advisers, trust and estate attorneys, CPAs, and insurance specialists. In the MDT model, the clients circumstances, needs, anxieties, and aspirations remain the center of attention, but build around this are two portfolios. The first is a portfolio of solution tools, and the second is a portfolio of specialists. Similar to a diversified investment portfolio, the portfolios of specialists and solution tools achieve more together than if offered independently. In an MDT model, each tool is executed knowing the elements of the other tools; they are not implemented independently as is done with a silo approach (for example, as a result of arms length professional referrals without specific coordination).... A collaborative MDT connects like-minded independent businesses.... Generally implementing any comprehensive plan holds to these specialist-execution roles: Adviser: evaluate, select, trade, and monitor investments Attorney: practice trust, estate, and business law CPA: produce tax strategies and related documents Insurance agent: analyze, illustrate, and sell insurance products... Defined roles: The client-relationship lead is supported by each specialists expertise and insights in developing and implementing the best solution possible. This sounds like the philosophy behind the Collaborative Law Model. Makes sense to me.

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