The financial services industry is one of silos. Professionals work separately and do not communicate. For you this means no cohesive information sharing or picture but also means you are running all over town having various tedious meetings with multiple financial services professionals.
The solution to this is simple, less meetings and more sharing of information. At Your Managers we use our Your Net Worth Manager program to round up all these professionals, their advice, and information by consolidating it through one person, your net worth manager. This concept is called the Family Office concept; ultra-wealthy families solely employ all finance professionals such as an accountant, lawyer, investment advisor, insurance advisor, and then hire a chief operations officer to relay the information to them. They do not talk to everyone! They’d be overwhelmed and exhausted.
At your managers, your net worth manager is your COO, coordinating your professionals behind the scenes and organizing the information flowing from them; saving you time and money!