10/13/2026
Financial planning rarely happens in isolation. For many clients, achieving complex financial goals involves a team of advisors, tax professionals, attorneys, and other specialists.
In his latest Forbes article, our own Cody Molacek, CFP®, shares why having a financial “quarterback” can help bring those professionals together, coordinate strategies, and keep the bigger picture in focus.
It’s a valuable perspective on what it takes to turn a group of financial professionals into a truly connected team.
Read Cody’s full article in Forbes: https://www.forbes.com/councils/forbesfinancecouncil/2026/07/14/for-a-unified-financial-team-add-a-quarterback/