Cooperation & Collaboration

In a Roundtable, We're All Equal

Too many times, professional relationships between advisors aren't fostered and developed in way in which both a client and the advisors benefit. This is because without collaboration and a working knowledge of how each advisor can be referred and introduced into a customer's "Client Team," advisors often go it alone, providing only the advice a their clients solicit from them, and not jointly providing a comprehensive plan that involves multiple disciplines to build a custom solution and better results for the consumer.

The Lead Share Network business business team approach to helping a client through their major life decisions in a collaborative way, allows the client and advisors a more thorough, comprehensive and positive experience. Our client come out the winners when their advisors work together to accomplish their client's goals.

Building a Solid Client Team

Be part of a bigger, better and more thoughtful solution

Your clients need experts throughout their life. Financial decisions, tax implications, housing needs and more are easily solved and provided to your clients by you, through your Lead Share Network business team. In an organized and managed system, you’ll have happier clients, smoother transactions, significantly increased income and more referrals.

Your Lead Share Network includes a variety of professionals helping clients with

  • Life planning and events
  • Real estate and property services
  • Property & building maintenance
  • Advice for clients on building wealth
  • Advice for clients on their current asset management.
  • Advice for clients on their real estate ownership
  • Advice for clients on real estate maintenance, management & protection.
  • Desire to create and share more opportunities to help others.
  • Members in an LSN may include professionals involved in:
    • Real estate transaction services
    • Commercial Real Estate, Finance and Maintenance services
    • Real Estate Appraisal
    • Building Inspection services
    • Real Estate Law, Estate Planning, Family & Business legal consulting
    • Financial and Tax consulting services
    • Insurance services
    • Architecture and Interior Design
    • Survey, Engineering, Sewage and Site development services
    • Construction & Remodeling services
    • Home Improvement
    • Home Maintenance services
    • Home Security and Automation services
    • Decorating and Home Decor services
    • Senior Move Planning and related services
    • Senior Home Care
    • Moving and Storage services
    • Junk Removal services

 click here to join your local team