![]() ![]() At first ask for statements where the client’s contact information and account numbers are whited out. As CPAs often get asked by their clients to review their investment portfolios, it is a great opportunity to volunteer to take this responsibility off their desks. A quick example of this is that I recently was able to help provide him with complicated Roth conversion information for his client’s issue.Ī good way to get your foot in the door is to help accountants with things they do not like to do. When we talk, I see how I can help him, asking about the obstacles he is facing. In my case, I have a quality CPA relationship that has been great for my business. “I have been in the industry for 20 years and have seen advisors that have a lot of centers of influence, but I believe it is too hard to have quality relationships with multiple alliances. Share knowledge and client information (with permission) Tramontano, co-chief executive officer, Constellation Wealth Advisors, LLC, New York, NY These types of interactions make good impressions, which end up resulting in more referrals.” We were quarterbacking the conversation on Plus, the other participants were also happy with the call, as it was an efficient use of their time. The client might not have fully understood the in-depth discussion that took place, but they were very pleased we were quarterbacking the conversation on their behalf. We got the accountant and attorneys on one conference call, where we served as the family office and advisor. A good example of this is when a client was recently buying a beach house. One way to demonstrate our expertise is to coordinate a client’s entire life. If they trust that we will do a great job, they are much more apt to send more referrals. Invest in Others is helping to solicit funds for the charities of the 15 adviser finalists through a donations page on its website.“We are successful with our alliances for one main reason – we provide a high level of service to our mutual clients. Other finalists were Main Street Financial Services in Luverne, Minn. in McLean, Va., and Centinel Financial Group in Needham Heights, Mass.īerkshire Bank, based in Boston, won the corporate philanthropy award for financial institutions. Oregon-based SkyOak Wealth won the award for corporate philanthropy for advisory firms. The event has raised more than $1.2 million since it started in 2010.īryan Drowos at Wells Fargo Advisors in Boca Raton, Fla., and Timothy Rice at Lakeside Wealth Management in Chesterton, Ind., were finalists for the Community Service Award. Blisk, who works at Blisk Financial Group in McLean, Va., organized a fundraising plan that rallied working women for a silent auction. Supporting communitiesīrenda Blisk won the Community Service Award for her work at the American Red Cross in the National Capital Region. Pat Henry of Hanson McClain Advisors in Sacramento, Calif., and Stephen Rudolph at HW Financial Advisors from Beachwood, Ohio, were the two finalists in this category. Sullivan devoted the past 14 years to the nonprofit, which provides peer support programs for children, teenagers and families dealing with grief after the death of a loved one. Patrick Sullivan, managing director at Private Advisor Group in Morristown, N.J., won the Lifetime Achievement Award for his work serving in Good Grief, a local nonprofit. “Although this is a competitive industry, it’s so heartwarming to see everyone come together for our organization and for the many great causes we support.”Ī record 700 financial professionals and guests attended the Invest in Others gala, which was held in Boston. “These donations will impact thousands of people in need,” said Megan McAuley, executive director and president of the Invest in Others Charitable Foundation. In addition, the foundation awarded for the first time $1,000 to each of the charities of the 60 honorable mentions. The award amounts doubled for all finalists this year because of the charity’s record-setting fundraising over the year. The winner of the Lifetime Achievement Award received $50,000 for his charity. Winners this year received $40,000 for their respective charities, and finalists received awards of $10,000. Presented by the Invest in Others Charitable Foundation, the awards program recognized advisers in five different categories.
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