Back with us again is Heath Goldman, President and CEO of ICON Wealth & Legacy Partners. Heath serves as a financial Architect for business owners and real estate partners. He is also a Provisors member and group leader for estate and succession planning. Heath knows the value of a good plan, and is an expert and helping others protect and create their legacy.
In his interview, Heath stresses the importance of communication, collaboration, and coordination between advisors. In order to make the best plan, these different people must be aware of each other’s actions to avoid any gaps. Clients often struggle with taking the time to understand what their team is doing on their behalf. You may think you know what is going on with your estate plan until the questions begin, and it is essential that the whole team - including family - is on the same page. We all want to leave a proper legacy, so listen to Heath’s tips for doing just that.
- 4:04-5:05: You may think you know what is going on until the questions begin - get on the same page and have these conversations.
- 8:39-9:44: Ego and legacy, “How will I be remembered?”
- 13:19-14:18: Importance of communication, collaboration, and coordination between advisors.