Daniel Brockley
Apr 25, 2023

What do you say to clients who are hesitant to engage in estate planning?

Estate planning can be a hard subject to broach for financial advisors, but it’s a vital part of holistic financial planning. But what do you say when you do raise the subject and estate planning and your client seems hesitant. Steve Lockshin, founder of AdvicePeriod and Vanilla, give his thoughts here.

Ready to get started?

Deliver a whole new client conversation experience

Talk to our sales team today.