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Follow on Google News | Holistic Professional Network at Agranovich AccountingFriday, September 9th. Holistic Professional Network brings together financial and legal professionals who are interested in providing holistic advice to their clients.
Q: What is the purpose for creating this group? A: This group is primarily for financial and legal professionals who would like to provide comprehensive, personalized advice to their clients, and who need to work closely with other professionals in the course of their work. Q: How is this group different from such groups as BNI? A: Professionals joining this group will be learning from other members of the group how to recognize various financial and legal needs of their clients so that the clients can be referred to an appropriate professional. Members of this group will also be exchanging financial and legal expertise on a much deeper level than at groups such as BNI. Q: Will I be expected to provide referrals to other members? A: There is no emphasis on referrals in this group; rather, this group is about building long term relationships to provide holistic advice to your clients. Q: Who is welcome to join this group? A: Instead of limiting membership to only one or two representatives from each profession, we would like to have members with different specialties within their profession. The following professions are invited: Attorneys (tax, litigation, business, real estate, estate planning) Accountants (all types, including bookkeepers, CPAs, payroll, etc.) Insurance brokers (life, health, disability, voluntary benefits, business insurance) Q: When and where are the meetings held? A: Our meetings will be held twice a month at 8 am on Fridays in Newton Highlands. For more information, please contact Konstantin Litovsky, cell: (508)-292-8380, email: Konstantin@LitovskyManagement.com End
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