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