Financial advisors Archives | Cordell & Cordell

Joe Cordell Explains Financial Advisors’ Value In Divorce

financial advisorsIn his most recent Financial Advisor Magazine column, Cordell & Cordell Principal Partner Joe Cordell explained the value financial experts can bring to the divorce process by providing several specific examples of how advisors can impact divorce proceedings on a day-to-day basis. [Read more…]

Joe Cordell Talks Divorce And Taxes With Money Radio

divorce and taxesDivorce can have a significant impact on your taxes. And unfortunately, there is a significant portion of the population that could be losing thousands of dollars because they’re not getting the proper amount of professional advice they need regarding the value of their assets.

In a recent appearance on Phoenix Money Radio’s “Business for Breakfast,” Cordell & Cordell Principal Partner Joseph Cordell discussed how financial advisors can be of assistance to clients going through divorce when evaluating the value of their assets. [Read more…]

Joe Cordell Gives Tips To Financial Professionals In Financial Advisor Magazine

financial advisor magazineIn this month’s Financial Advisor Magazine column, Principal Partner Joe Cordell explains why it is so important for CPAs and other financial professionals to be extremely cautious when discussing legal matters.

The Dec. 11 article, “Toeing The Line,” explains that although financial advisors are usually drawing on a knowledge of finance that many of their clients don’t have, they should still refrain from giving legal advice unless they are a licensed attorney. [Read more…]

Joseph Cordell Discusses Financial Advisors and Divorce

financial advisor magazineFinancial advisors and divorce are the focus in Cordell & Cordell Principal Partner Joseph Cordell’s recent column for Financial Advisor Magazine.

In his August 2014 article, “Five Steps to Helping Divorcing Clients,” Mr. Cordell outlines different actions financial advisors can take to better prepare themselves for dealing with clients going through divorce.

Mr. Cordell emphasizes the importance of obtaining Certified Divorce Financial Analyst accreditation as well as sharpening marketing focus, getting information out about accreditation and experience, developing a revenue model for divorcing clients and, ultimately, cultivating a divorce-friendly environment.

“Relationships formed during those trying times not only take a weight off the shoulders of the person going through a divorce but also help create enduring associations that can last for decades after the divorce is finalized,” said Mr. Cordell.

Read the article online here.

Principal Partner Joe Cordell Writes New Column for Financial Advisor Magazine

financial advisor magazineFinancial advisors should be aware that divorced clients are quite different than from those clients who are married, single or simply not going through a divorce according to Joe Cordell’s latest column in Financial Advisor Magazine.

His newest column, “Special Client Issues Financial Advisors Must Address in Divorce Situations,” appears in the July 2014 edition of the magazine.

Mr. Cordell lists concerns like emotional instability, complex finances and an overall feeling or environment of uncertainty.

“While family law attorneys are acclimated to working under these conditions, it may be a shock to the system for a financial advisor unfamiliar with the added pressures,” said Mr. Cordell. “However, if an advisor becomes familiar with performing their tasks throughout the divorce process, it can be a major benefit for both the attorney and the client.”

Read the article online here.