Try this: If a business client wishes to bring in other professional advisers, it's much better to get the attorney or CPA on your side. This can be done by reviewing the case in progress with them and getting their input before the presentation.

This creates instant teamwork. The other professional is in on the final proposal and even has a proprietary interest in it — which doesn't hurt when it comes to presenting the idea to the decision-maker.

Use this technique when the attorney or CPA is going to play a major role in the case. And, remember, business insurance and investment planning is your job. Other professional advisers are not going to ask for your advice when it comes to drafting a trust or preparing a tax return.