Flipping the traditional wealth management model on its head with estate advisory

In the last few decades, wealth management has gone through a transformation. The very expertise that used to enable firms to stand out, investment strategy, has become largely commoditized. Today, clients are looking for more from their advisors, and standing out as an advisor takes a fresh, more holistic approach.

Estate advisory  is the ideal entree into new and deeper client relationships. It enables advisors not only to broach financial strategy on a more intimate level, but to help clients view their finances beyond the next few decades, and into the next few generations. In this, the advisor becomes an irreplaceable guide as the client shapes their legacy.

Learn how:

• Three wealth management leaders use estate advisory to transform their firms’ offerings
• Advisors should be thinking about the great wealth transfer
• Estate advisory can help advisors expand their existing relationships, address client pain points, and broaden prospecting opportunities.