{"id":42192,"date":"2015-07-24t05:13:20","date_gmt":"2015-07-24t09:13:20","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=42192"},"modified":"2016-04-21t14:54:11","modified_gmt":"2016-04-21t18:54:11","slug":"enhancing-client-financial-health-through-collaborative-services","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/07\/24\/enhancing-client-financial-health-through-collaborative-services\/","title":{"rendered":"enhancing client financial health through collaborative services"},"content":{"rendered":"<p class=\"p1\"><strong><span class=\"s1\">clients benefit when cpas and investment advisors work together.<\/span><\/strong><\/p>\n<p class=\"p1\"><span class=\"s1\"><i>by martin e. levine, chfc, cpa, mba<br \/>\n<\/i><\/span><span class=\"s1\"><i><a href=\"http:\/\/www.4tfg.com\">4thought financial group, inc<\/a>.<\/i><\/span><span class=\"s1\">\u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/span><\/p>\n<figure id=\"attachment_42193\" class=\"thumbnail wp-caption alignright\" style=\"width: 150px\"><img loading=\"lazy\" decoding=\"async\" class=\"size-thumbnail wp-image-42193\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/martin-levine-4thought-150x150.png\" alt=\"martin levine 4thought\" width=\"150\" height=\"150\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/martin-levine-4thought-150x150.png 150w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/martin-levine-4thought.png 100w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><figcaption class=\"caption wp-caption-text\">levine<\/figcaption><\/figure>\n<p class=\"p1\"><span class=\"s1\">even if the client isn\u2019t always right, helping clients understand and make the best financial decisions is always the right course of action.\u00a0 <\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">cpas understand the implications of financial decisions and strive to advise clients in ways that improve their financial well-being.\u00a0 however, clients frequently have multiple \u2013 sometimes conflicting \u2013 financial goals, and use other financial professionals, including financial advisors, attorneys and business consultants, to achieve them.\u00a0 <\/span> <a href=\"\/\/www.g005e.com\/2015\/07\/24\/enhancing-client-financial-health-through-collaborative-services\/#more-42192\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2015%2f07%2f24%2fenhancing-client-financial-health-through-collaborative-services%2f&amp;t=enhancing+client+financial+health+through+collaborative+services'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  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href=\"mailto:?subject=cpa%20trendlines%20:%20enhancing%20client%20financial%20health%20through%20collaborative%20services&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2015\/07\/24\/enhancing-client-financial-health-through-collaborative-services\/\" title=\"email this: enhancing client financial health through collaborative services \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p class=\"p1\"><strong><span class=\"s1\">clients benefit when cpas and investment advisors work together.<\/span><\/strong><\/p>\n<p class=\"p1\"><span class=\"s1\"><i>by martin e. levine, chfc, cpa, mba<br \/>\n<\/i><\/span><span class=\"s1\"><i><a href=\"http:\/\/www.4tfg.com\">4thought financial group, inc<\/a>.<\/i><\/span><span class=\"s1\">\u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/span><\/p>\n<figure id=\"attachment_42193\" class=\"thumbnail wp-caption alignright\" style=\"width: 150px\"><img loading=\"lazy\" decoding=\"async\" class=\"size-thumbnail wp-image-42193\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/martin-levine-4thought-150x150.png\" alt=\"martin levine 4thought\" width=\"150\" height=\"150\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/martin-levine-4thought-150x150.png 150w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/martin-levine-4thought.png 100w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><figcaption class=\"caption wp-caption-text\">levine<\/figcaption><\/figure>\n<p class=\"p1\"><span class=\"s1\">even if the client isn\u2019t always right, helping clients understand and make the best financial decisions is always the right course of action.\u00a0 <\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">cpas understand the implications of financial decisions and strive to advise clients in ways that improve their financial well-being.\u00a0 however, clients frequently have multiple \u2013 sometimes conflicting \u2013 financial goals, and use other financial professionals, including financial advisors, attorneys and business consultants, to achieve them.\u00a0 <\/span> <a href=\"\/\/www.g005e.com\/2015\/07\/24\/enhancing-client-financial-health-through-collaborative-services\/#more-42192\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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