For Advisors: How High Ground Works With Wealth Managers, CPAs, Attorneys скачать в хорошем качестве

For Advisors: How High Ground Works With Wealth Managers, CPAs, Attorneys

If you're a wealth manager, CPA, attorney, or financial advisor, understanding how to integrate insurance planning into your client relationships is essential. But coordination between advisors can be complex. Hunter Ewing (Founder & Managing Director), Tyler Keylon (Managing Director), and Hunter Ewing III (Director of Personal Insurance) from High Ground Company explain how they collaborate with other advisors to serve high net worth clients through a coordinated, team-based approach. What you'll learn in this video: Why the vast majority of High Ground's business comes from advisor referrals How insurance planning integrates with wealth management, estate planning, and tax strategy The importance of all advisors being on the same page for client success High Ground's discovery process: spending 75% of time understanding the situation before recommending products How referring advisors stay involved in ongoing client correspondence and planning Why a collaborative, multi-advisor approach delivers better outcomes for clients High Ground Company doesn't operate in silos. When you refer a client or collaborate on a case, we build your expertise into the conversation and ensure everyone on the advisory team is coordinated and working toward the same goals. For Wealth Managers, CPAs, and Attorneys, if you serve high net worth clients who need sophisticated insurance planning -- life insurance, long-term care, personal lines, or specialty coverage -- High Ground Company provides expert execution while keeping you in the loop every step of the way. About High Ground Company: High Ground Company is an independent insurance advisory firm specializing in life insurance, estate protection, long-term care planning, and personal lines for high net worth individuals and families. We work collaboratively with wealth managers, attorneys, and CPAs to deliver integrated solutions that support comprehensive financial planning. Ready to explore how we can support your clients? Contact High Ground Company to discuss collaboration. Website: www.HighGroundCompany.com Phone: (404) 478-2401 #WealthManagement #FinancialAdvisors #EstatePlanning #CPAs #Attorneys #InsurancePlanning #HighNetWorth #AdvisorCollaboration #HighGround