How partnering with other professionals helps clients reach their goals

As professionals, we are usually quite good at what we do. We can do a lot to help improve our clients' financial situation. Still, we don't know what we don't know. It's important, therefore, to lean on the knowledge of professionals in various disciplines. We asked our trusted partner and a mortgage professional, Doug Moore of The Moore Team, to share his insights on how partnering with other professionals helps clients stay on track with their long- and short-term financial goals.

The term “partnering” might be one of the more overused terms in business today.  Throughout my career, particularly as a loan officer, I truly believe the best outcome for my clients is the partnerships that I bring to them. 
 
My partners include a comprehensive sphere of professionals for a client’s financial life.  This is a core value of our “Moore Than a Mortgage” philosophy. The partner or partners will vary by the client’s needs and we know the client’s needs will change over time.  We view every client relationship as a long-term relationship so part of nurturing that relationship is checking in regularly to understand their changing financial needs and the partners to support them.
 
Certainly, the lender and realtor partnership is front and center for a client that is purchasing a property.   The lender and realtor partnership can make an enormous difference in a client’s experience during a purchase.  At best, partnering is selfless, mutual trust, and a desire for collaboration with a goal to support the client.  This helps the client with consistent messages and builds confidence in the process.  If issues come up, which they often do, the partners can support each other with addressing the items efficiently.
 
Regularly, I introduce partners to a client based on their needs. This can include a financial planner, CPA, life insurance, homeowners insurance, estate attorney, property attorney, even a life coach. 
 
The professionals that I introduce are authentically partners with me.  They are likely people I use myself.  We have the same goal to support the best long-term and short-term outcome for the client.  We trust each other in this support.  We collaborate to carefully understand the client’s needs and how to best support them. 
 
For example, I had a high net worth client, executive at a Fortune 100 company, with complex financial scenarios, moving from one waterfront view home to another.  They had several financing alternatives available, but I was able to actually suggest a few that they have not considered.  I asked them what their financial planner and CPA suggested.  He thought that was a great question.  As time was of the essence, I suggested that they put together a conference call for all their advisors to hear each other and give their advice together.  This also saved the client from having to hear each professional’s feedback and try to explain it to the others. The call was excellent – everyone had done their homework – each partner brought their knowledge and best ideas to the table.  This group convened one more time with emails in the interim.  In the end, the client made a decision that everyone supported for the long-term and short-term goals presented.  In this case, the professionals did not know each other well prior to the situation so we “partnered” to meet our client’s needs.  I was honored to have a seat at the table as an advisor.  We recently visited our client at their home with a spectacular view of Puget Sound and Mt Rainier – they are clients for life and more important, friends for life.
 
Partnering has a powerful potential to clients.  We all have a vested interest in working together. 

Doug Moore is part of The Moore Team – partnering with Julee Moore, Jeremiah Flocchini and Lauren Rodica to support clients from their base in Seattle’s eastside throughout the West Coast with their licensing in Washington, Oregon, Idaho, California and Arizona. He can be reached at Doug.Moore@originpoint.com.

We do not provide legal or tax advice. You should consult their own legal or tax advisor. This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.