For Advisors

Advisors in Collaboration

A Team of Advisors meeting the needs of our clients by working collaboratively 

At The Hernandez Law Firm, P.A., we seek to work closely with other professional advisors, including Certified Financial Planner™ practitioners, investment advisors, bankers, financial consultants, insurance professionals, Certified Public Accountants and tax advisors as part of a Team of Advisors. Professional advisors, working side by side as a cohesive team, create an estate plan that meets the client's goals and objectives, improving exponentially our service to clients.

Regardless of our clients’ planning circumstance, we subscribe to the philosophy of integrated planning with a Team of Advisors. We firmly believe that our clients' needs are best served by drawing upon the expertise of the client’s variety of advisors. Many of our clients have strong and satisfying ties with their own advisors. We are happy to work with those advisors that are already in place. Working in concert as a Team of Advisors, we provide our mutual clients with the most comprehensive, realistic and effective estate plan to protect their wealth and their family, and create a legacy.

For those clients who do not have their own advisors, we are able to recommend professionals with whom we have worked in the past, and in whom we have trust and confidence.

Wealth Strategies Collaborative

In furthering our relationships with other professional advisors and working collaboratively with them, we have created the Wealth Strategies Collaborative. We believe that in order for professional advisors to successfully work together they must respect and learn about each advisor's unique abilities and agree on the role each plays in serving the client.

Hence, the focus of our Wealth Strategies Collaborative is to offer technical, marketing and practical education for financial, insurance, banking and accounting professionals. We are dedicated to serving the needs of our professional community and in serving those needs, prove our value as a trusted member of the Team of Advisors.

“What’s in for me?”

Through the Wealth Strategies Collaborative we look to enhance your professional practice by showing you how to integrate estate planning concepts into your practice. We offer the following FREE benefits to our professional advisor colleagues who become members of the Wealth Strategies Collaborative:

E-Alerts: our e-mails on news-breaking developments in estate planning

Blue Ocean Alerts: our e-mails on topics of interest that create marketing opportunities for you

The Wealth Counselor Monthly E-Newsletter:  our information on revenue opportunities for advisors to help clients in today’s market

The Wealth Strategies Practicum: our seminars and workshops on practical strategies and techniques that provide revenue opportunities for you to add “arrows to your quiver” and offer your clients. Some of our events will offer CFP or CE credits.

The Advanced Tax Forum CPE Series:  For the accounting professional, and those wanting to expand their estate and income tax knowledge, we offer live webinar presentations moderated by nationally known expert Robert S. Keebler, CPA, MST, DAEP. The Advanced Tax Forum CPE Series help strengthen our professional relationships while educating our tax advisor colleagues. Each live presentation will be worth 1 hour of CPE credit. Certificates will be issued to registered participants. CPE is offered through WealthCounsel, an approved education provider with the National Registry of CPE Sponsors, a program offered by the National Association of State Boards of Accountancy (NASBA).

The Collaboratory: our monthly "brown bag" study group to discuss the estate planning, financial and tax issues. Participation is limited and reservations are required to preserve the "classroom-style" feel of the study group. A case study will be presented and advisors will take turns sharing how they might address that family's goals and objectives. Emphasis is put on a collaborative atmosphere reflecting the belief that to solve the issues facing affluent families requires input from advisors in various disciplines:  estate planning, insurance, investments, accountancy and tax, and even real estate.

The Advisors’ Vault: our Members Only Advisors’ Vault contains a treasure trove of valuable articles written by the nation's leading experts in estate planning, tax and wealth management, as well as continuing education materials, PowerPoint presentations and much, much more.

Joint Marketing: We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession or asset protection. Please call the office if you would like to plan a workshop or a "Client Appreciation Event."

Family Speakers Bureau: We are often called on to share our estate planning expertise with groups and associations. Contact us if you would like us to present or speak on a relevant topic to your organization, colleagues or clients.

The Practice Boot Camp: is our custom-designed program for independent firms to help their advisor teams to understand and implement wealth strategies so that they can attract new clients, re-approach missed prospects, engage current clients with additional planning opportunities and increase collaborative opportunities. 

Upcoming Events at the Wealth Strategies Collaborative

Come back soon or contact us to learn more about our upcoming events!

Contact us at 727-712-1710 to receive our “Who Should Join” White Paper and to learn more about our Wealth Strategies Collaborative offerings and to set up a time to talk about how we can help you and your firm.

Advisors Sign Up Here for Free

Membership in the Wealth Strategies Collaborative™ is FREE. sign up now to start taking advantage of these benefits:

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© 2023 The Hernandez Law Firm, P.A.
28059 U.S. Highway 19 North, Suite 101, Clearwater, FL 33761-2633
| Phone: 727-712-1710 | 800-478-2802

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