LEARN HOW WE MADE THIS ADVISOR 200K

A financial advisor was working with a client, a doctor, that was selling her practice. With the sale of the business, the client had a tax liability of $1.2M. The client expressed her concern over these taxes and asked the financial advisor if they could help.

The advisor knew that the best solution was to call their LSPN attorney. The attorney put together a tax strategy that saved the client hundreds of thousands of dollars. The attorney also then recommended to the client to work with the financial advisor on how to maximize these savings. The client was ecstatic and impressed with how they were able to provide her with both financial and legal resources. Result? The ​advisor made over $200,000 by helping this client.

This is an example of why the LSPN is a partner, rather than a product provider.

This is why you want to include the LSPN in all of your client interactions.