The estate planning playbook with Steve Lockshin

Steve Lockshin unveils his step-by-step approach to building estate planning into your practice in a more meaningful way.

How can financial advisors move upmarket and bring more value to clients? With the right approach to estate planning. There’s no better way to differentiate your offering and deepen client relationships.

The webinar will give insights into:

• How to use estate planning to differentiate with UHNW clients

• How to engage new clients in estate planning, including specific questions to ask

• A yearly maintenance checklist for existing clients

• Commonly overlooked issues and ways to protect your clients

Download the estate planning playbook here.