How 7 Advisors Forged Bonds With CPAs, Lawyers: Advisors' Advice

  For the latest Advisors' Advice, ThinkAdvisor asked advisors to tell us how they started their partnership work with a CPA and/or an attorney. Forging such alliances isn't always simple and often takes a lot of networking and sometimes a bit of creativity, too. But the advisors who responded indicated their efforts were well worth their time and several of them said the relationships they formed are still in place now. We received a multitude of responses to our questions through the Financial Planning Association, the Wealthtender Financial Network and XY Planning Network. See the gallery for advisors' responses.