Jeff Golbois, CPA shares his experience working together with his financial advisor partner on delivering planning to clients.

Here are a few key takeaways:

- How the advisor (Michael Simms) approached him that was different than any previous advisor
- What type of projects they're currently working on (such as DB plans, key man, and "a lot more")
- What an advisor needs to do with an accountant to build a successful partnership
- Why he wants to be the first call his clients make
- It's a process that takes time, but remain patient with it and it will work

This is GREAT insight for any advisor or accountant looking to offer more value to clients and grow your business through strategic partnerships!