Critical Estate Planning Mistakes Costing Your Clients (and Your Advisory Firm)

In today’s complex financial landscape, estate planning errors don’t just damage client legacies—they can permanently sever advisor relationships. With research showing that over 70% of assets transfer away from the original advisor after the death of a primary client, the stakes couldn’t be higher for your practice.

Join us for an essential conversation with Patti Brennan, CFP®, CFS, CEO of Key Financial, Inc., and author of Am I Going to Be Okay?, as she partners with Sarah Marriott to reveal the most damaging estate planning pitfalls threatening your clients’ wealth and your firm’s future.

In this practice-changing webinar, you’ll discover:

• Top estate planning mistakes advisors routinely miss that lead to unnecessary taxation, family conflict, and asset erosion
• Why overlooking spousal engagement in planning conversations creates a ticking time bomb for your practice
• How modern estate documents fail to address digital assets and blended family dynamics—and what to do about it
• Practical strategies to transform estate planning conversations from uncomfortable to compelling
• Techniques for maintaining relationships across generations to ensure assets stay with your firm

Patti brings over 30 years of experience guiding clients through complex wealth transfer challenges. Her unique approach to engaging all family stakeholders, particularly women who control over $10 trillion in US household financial assets, has helped her firm achieve exceptional client retention and satisfaction.

This advisor-focused session delivers actionable frameworks you can implement immediately to strengthen client relationships, protect family wealth, and secure your firm’s future. The estate planning mistakes covered will apply to clients across the wealth spectrum.

Don’t miss this opportunity to learn from one of the industry’s most respected voices in wealth management and client retention.