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|Why the Best Financial Advisors are Also Great Team Players|
|News Releases - Business & Economy|
|Written by Ginny Grimsley|
|Monday, 30 June 2014 15:56|
Top U.S. Advisor Offers 3 Tips for Successful Collaboration
Individuals and families with large estates have enough to worry about – they shouldn’t have to wonder whether the advisors they depend upon have their best interests at heart, says financial advisor Matthew T. Shafer.
“Many don’t realize that wealthy people are targets for criminals and opportunistic people; that’s why an estate should have a good team of professionals who work well with each other,” says Shafer, author of “The Future of Your Wealth,” (http://mattshafer.us/).
“Wealthy families – and many middle-class families – have multiple advisors who specialize in different disciplines, including attorneys, tax specialists, insurance agents and the like. A family could find the best specialist in each field, but if these experts do not work in harmony, the results can be dreadful.”
These key players are like musicians in a band or orchestra. If they are off doing their own thing with no consideration for the overall production, it will sound terrible, says Shafer, who offers tips for overcoming potential problems within a group of advisors.
About Matthew T. Shafer
Matthew T. Shafer, author of “The Future of Your Wealth,” (http://mattshafer.us/), is a graduate of American University, where he obtained Bachelor of Arts and Master of Arts degrees in economics, with a concentration in International Financial Markets. In 2005, Matthew attended the Haas School of Business at the University of California, Berkley, where he obtained the title of Certified Investment Management Analyst (CIMA®) and joined the Investment Management Consultants Association (IMCA). He has been named one of the top 1,000 Financial Advisors in the U.S. by Barron’s Magazine (2009) and has received several national recognitions, including “Premier Advisor” by the National Association of Board Certified Advisory Practices (2012).
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