How to Use Estate Planning to Bring Clients Differentiated Value and Grow Your Practice
Speakers
Matt Doran
CFP® and Principal, &Partners
Patrick Carlson
Product Counsel, Vanilla
Michael Schwoerer
Director of Business Development, Vanilla
Speakers
Matt Doran
CFP® and Principal, &Partners
Patrick Carlson
Product Counsel, Vanilla
Michael Schwoerer
Director of Business Development, Vanilla
Mar 04, 2024
45 minutes
According to research from Spectrum, 93% of people want estate planning advice from their wealth advisor—but only 22% are receiving it.
It’s evident that estate planning presents a massive opportunity for advisors, and the benefits of offering estate planning services are far-reaching. For example, not only can offering estate planning help expand your share of wallet, it can connect you to the next generation and promote long-term client relationships.
In this webinar with &Partners, you’ll hear:
- Why independent advisors should be thinking about estate planning
- How software like Vanilla can help you seamlessly incorporate estate planning into your practice
- Foundational concepts to consider as you begin to have estate planning conversations with your clients
Ready to get started?