We already have a wealth manager, a CPA, and a corporate attorney who all have different opinions. How do we introduce your Advisor Meeting Pulse during our engagement to get them aligned with our EOS execution?

Question

Tyler Smith · Accepted Answer

Most business owners suffer from fragmented advice because their CPA, estate planner, wealth manager, and corporate attorney operate in isolated silos. This lack of coordination often leads to conflicting guidance that stalls your exit preparation. We resolve this friction by introducing the Advisor Meeting Pulse discipline. During our engagement, we establish a structured meeting cadence for your external advisors, modeled directly after the Level 10 Meeting™ format. Instead of you acting as the telephone between disconnected professionals, we bring them together into a unified team with a clear agenda, a shared scorecard, and a prioritized issues list. This pulse ensures that your tax planning, estate structure, and legal protections are perfectly aligned with the operational realities of your business. Your external advisors stop giving advice in a vacuum and start working collaboratively to support the goals outlined in your V/TO®. By establishing this disciplined communication loop, we eliminate costly mistakes, speed up your exit timeline, and ensure your entire advisory team is rowing in the same direction.