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A financial advisor had been meeting with a client multiple times but was getting a lot of resistance and was unable to move the process forward. The advisor had discovered that the client expressed some concerns about protecting their Veterans Benefits and decided to call the LSPN attorney to help.
During the joint consultation with the financial advisor and the attorney, they were able to develop a plan that helped the client protect their assets and qualify for benefits without having to spend down. This put the client in a better financial situation. The client was so impressed that he immediately hired the financial advisor to manage his assets and do his financial planning. The advisor made $60,000 with 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.