How we help your team of advisors help you

The thing that makes a team a team and not just a collection of individuals is their coordination. Their ability to work together.

A lot of business owners have a bunch of advisors. An accountant. An insurer. A lawyer. You name it, they’ve got one.

But not everyone has a team of advisors working together, on their behalf. Because they don’t have that coordination layer.

They might have a lot of individual strategies, like an insurance policy they bought because someone pitched it and it sounded good. Or they have an estate plan they put in place because an attorney talked to them about it and it made sense at the time. And then their accountant is pitching tax strategies that sound right in isolation.

But what’s the overall plan? What’s it all aiming toward?

It’s like hiring a bunch of companies to build a house without ever hiring a contractor to help them work together.

My job is to help you figure out what you want that picture to look like. 

What do you want to have happen?

And then we figure out how to make that happen with all the technical parts, and all the other advisors, working together.

We work directly with your advisors, like bringing in your accountant to see what they think of your wealth plan. Or if you need a resource and don’t have one, we’ll help you find the right specialist, because we have those contacts. The more business owners we work with, the more advisors we work with and form great relationships with.

Ultimately, the idea is that we work with you to develop a cohesive plan and direction for your money, your business, and the life you’re looking to build and lead with your family, tailored to your objectives and subject to your participation and prevailing circumstances. 

Part of it is we try to be an accountability partner and give you the things we’ve seen work, those systems that worked for someone else that you might want to take on.

But we boil it down to one or two things at a time, the most important few things we need to do right now.

That takes a partner that’s been here before, that sees the big picture and has experience working with and coordinating sets of advisors.

I believe that what makes an advisor great is being able to bridge the gap between all the smart-sounding jargon and the stuff that actually matters to the client. To you.

Because this is a relationship that we’re going to have together, potentially for many, many years to come.

We’re not just selling a strategy, or a product, or something like that.

We’re offering the ability to have a team working on your behalf, instead of a set of uncoordinated individuals.

Let me know, by replying to this email, if that would help.

-Jason

Book a JobWalk with me and we can start the conversation.

Interested in other Rungs? Check out: The full Ladder here or the audio edition here

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GLASSBORO, NJ 08028

HFM Investment Advisors, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. All investments involve risk and are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as a recommendation appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment advisor to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.