04/14/2026
One of the best client outcomes I have ever seen did not come from a spreadsheet. It came from a phone call.
The client already had a CPA, a trust attorney, and me as their wealth advisor. Everyone was smart. Everyone cared. But we had all been working off slightly different assumptions, without realizing it. When we finally got on the same call, something small but important popped up about how assets were supposed to move after a business sale. Cue a pause, a laugh from the client, and a collective "well that explains it."
What followed was my favorite part of this job. No posturing. No defensiveness. Just real conversation. The CPA talked through tax implications, the attorney explained intent behind the trust structure, and I helped connect it all back to what the client actually wanted their life to look like.
By the end, the plan was clearer, better aligned, and honestly more enjoyable to build. The client said it felt like a team for the first time, not a game of telephone.
This is why communication across advisors matters. When everyone is in the same room, even virtually, good plans become great ones. And the process feels a whole lot more human.