In this insightful episode, Paul Redmond and Dan Daly dive into the critical role of connected advice in professional services. Paul shares his 40 years of experience to explain why even the best advisors often fall short when they operate in silos—and how this disconnect leaves clients feeling overwhelmed.

Discover why accountants are uniquely positioned to act as the "connected advisor," bridging gaps between tax, legal, and financial planning to deliver holistic, family-first solutions.

Key takeaways:

• Why good advice fails when advisors don’t collaborate.
• The "illusion of being well advised" and how to break it.
• How COVID reshaped client expectations—and why proactive, human-centered advice is here to stay.
• Practical steps to become the trusted connector your clients need.

Tune in for a conversation packed with real-world wisdom, a dash of humor (including a Taken reference!), and actionable insights for advisors and business owners alike.

Listen now and learn how to turn fragmented advice into transformative results.

Contact Paul here:

LinkedIn                                            https://www.linkedin.com/in/paul-redmond-rda/

Email                                                 [email protected]

Find Dan here:

LinkedIn                                              https://www.linkedin.com/in/danieldalyrda/

Listen to more episodes here:

https://www.youtube.com/playlist?list=PLW6b8toTV5hUBzSDkTC1B1YFUC70-Rs-z

Find Crunch My Numbers here:

YouTube:            https://www.youtube.com/@paulredmond57

Apple:                  https://podcasts.apple.com/us/podcast/crunch-my-numbers/id1759207774

Spotify:               https://open.spotify.com/show/68lrgwtIPUYTBB5VmZEYm8

Web:                    https://redcircle.com/shows/crunch-my-numbers