Approach
One team that handles everything.
Lead with the simple idea. Drill in only if you want to.
Most people assemble a stockbroker, a CPA, an insurance agent, and a realtor, then hope they talk to each other. They usually do not.
Ian and Alex built the practice the other way: the same family sits with you on the investment account, the policy, the property, and the tax return. That is not a slogan. It is four licenses and a habit of looking at the whole picture before anyone sells you a piece of it.
The first job is to listen. The second is to explain options in language you can actually use. The third is to implement — and to stay with the family as the picture changes.