15. Don’t Get Bamboozled By “Family Office” Professional Advisors

Some meetings remind you that true collaboration isn’t a myth after all, and then others make you wonder how certain professionals keep their licenses. Dave walks through both extremes in this episode, pulling back the curtain on what actually happens when CPAs, attorneys, advisors, and insurance agents gather around the table. From the rare moments when everyone shows up prepared and humble, to the far more common scenes where egos, sales pitches, and unread documents derail the entire plan, this episode shows you what a healthy advisory team looks like and how to spot a dysfunctional one before it costs your family time and money.

Key takeaways:

• What a truly collaborative advisory meeting looks and feels like
• How CPAs, attorneys, and advisors each contribute to strong planning
• Why unread prep work is a massive red flag
• The dangers of advisors who see collaboration as competition
• When insurance agents push products instead of planning
• Why “family office” often translates to “sell everything to everyone”
• How to build a team that gives you clear, decision-ready management information

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At Nabity Business Advisors, we help business owners handle the “big picture” issues so they can stay focused on building for the future. Learn more at Nabity.com.