Episode Details

Episode Summary 

Today's action step is simple but powerful: List every advisor you pay. For most business owners, this is the first time they've seen all their financial professionals in one place—and the gaps become immediately obvious.

Your Action Step

Create a document listing every professional who touches your financial life. For each one, capture:

• Name and role – CPA, attorney, financial advisor, insurance agent, bookkeeper, banker
• What they handle – Be specific (personal taxes vs. business taxes vs. tax planning)
• How often you talk – Weekly? Quarterly? Once a year?
• How much you pay – Annual cost in actual dollars
• Last relationship review – When did you evaluate if they're serving your goals?

Questions to Ask Yourself

• Do these people know each other?
• Have they ever spoken?
• Is anyone coordinating their work?
• Is anyone missing from this list?
• Is anyone on this list who shouldn't be?

Key Quote

"If you have five advisors who've never met, you don't have a team. You have a roster. A family office turns a roster into a team."

Resources & Next Steps

Visit producerswealth.com/family to download free copies of both books, watch the 10-minute video, or book a call.

Keywords

financial advisor list, wealth team audit, financial professional review, advisor coordination, financial team assessment, wealth management team, advisor roster, financial planning team]]>