The Missing Piece: Why Advisors Who Skip Estate Planning are Failing Their Clients

Most financial advisors pride themselves on providing comprehensive wealth management. They manage investments, plan for retirement and education needs,
and nurture client relationships. Many even offer tax planning services.

But they’re often missing a critical piece: effective estate planning. This gap undermines the promise of truly comprehensive advice.

In this whitepaper, you’ll learn:

• Why the most successful advisors are those who overcome the performance obsession
• How to reframe services to prioritize proactivity over reactivity
• Why integrating estate planning strategies with client goals lead to better outcomes for everyone
• How estate planning strengthens your practice and examples of firms doing this