Almost every top advisor in your market is trying to network with top attorneys and accountants, but there are other types of professionals who can add expertise and referral-generating power to your network, if you will just take the time to identify and meet them.
For advisors who work with business owners or on estate planning cases, business appraisers can be a natural and valuable addition to professional networks. These professionals have specialized knowledge and skills in valuing closely-held private companies, using IRS-accepted techniques.
They also can be helpful in valuing charitable gifts, whenever a tax-deduction of $5,000 or more is claimed for non-cash contributions. They rarely compete directly with advisors who specialize in investment and insurance. However, they are capable of referring wealthy clients with whom they have worked, and also the attorneys and accountants of these clients.
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