May 29, 2024

The Planner’s Guide to Scaling Estate Planning to Every Client


For wealth management firms of all shapes and sizes, offering estate planning services for your clients is a proven way to grow your business and build long-term relationships. 

Often, advisors are in the perfect position to initiate estate planning conversations, but lack the knowledge, confidence, or resources to do so. 

In this guide, you’ll uncover key ways planners can enable and empower advisors to initiate estate planning conversations with clients, including: 

  • Providing educational resources and learning opportunities
  • Optimizing certain internal systems for better efficiency and scalability
  • Implementing technology that supports advisors, clients, and the entire firm

Ready to get started?

Deliver a whole new client conversation experience