How to Use Estate Planning to Bring Clients Differentiated Value and Grow Your Practice
Speakers
Matt Doran
CFP® and Principal, &Partners
Patrick Carlson
Associate General Counsel, Vanilla
Michael Schwoerer
Head of Partnerships, Vanilla
Speakers
Matt Doran
CFP® and Principal, &Partners
Patrick Carlson
Associate General Counsel, Vanilla
Michael Schwoerer
Head of Partnerships, Vanilla
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
Holistic wealth management starts here
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.