Investment News
Advisors at a disadvantage if estate planning isn’t a core service
Advisors who aren’t prioritizing estate planning as a core service offering might be doing themselves a disservice, a recent report from Vanilla has found.
Vanilla’s second annual State of Estate Planning report revealed an overwhelming 93 percent of people said it’s important to discuss estate plans with loved ones, with 80 percent expecting estate planning support from their advisor.
“If you’re an advisor who’s not offering this, I think you’re at a huge disadvantage when you’re competing for business, and we see that play out in the data,” said Gene Farrell, CEO of Vanilla, an estate planning platform.
“I tell every advisor I talk to to get in the forefront of this, because it really matters and clients are making decisions based on getting these services.”
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Read more: Advisors at a disadvantage if estate planning isn’t a core service
[Investment News, Josh Welsh]
Published: Nov 26, 2024
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