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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
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