How Wealth Management Can Be Valuable for Attorneys

Wealth management, when we see these, because we have these windfalls, we like to call them windfall moments for some firms. And then you're in the crisis mode of tax planning. But we need beyond that. We need to look beyond that.

Well, we can anticipate ahead of time when we're seeing things in their financial picture. You know, we work really hard with law firms to get everything clean and flowing really well with their books. And then that gives us the opportunity to talk about their key performance indicators, of which financial ones are so super important. And, you know, the door's open right there for us to say, hey, have you thought about investing this money instead of spending it on a new car? You know, the car you have, fine, you know, those sort of things. And we've got the vehicle for you to do that.