Nov '25 (edited) • General discussion
Do You Prefer a Specialist or a Generalist?
When it comes to your money, who do you trust more, a specialist who focuses on one area, or a generalist who sees the full picture?
For example, some people like an accountant or tax specialist who only works with real estate investors, retirees, or business owners in a certain industry. Others prefer someone who can connect all the dots, from tax to entity structure to long-term planning.
👩💻In this community we currently have a mix of business owners, investors, accountants, and tax advisors.
There’s no wrong answer. But the difference can really show up in your results, especially as your income and assets grow.
I’ve seen both sides firsthand working with advisors across the country, and I’m curious where you stand.
👉 Do you want one expert for everything?
👉 Or a few specialists who each handle their zone of genius?
I’m always interested in how you like to build your financial team.
👉 Do you want one expert for everything?
👉 Or a few specialists who each handle their zone of genius?
👉I want both!
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Do You Prefer a Specialist or a Generalist?
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