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Grow Business & Deepen Client Relationships with Estate Advisory
Speakers
Christine Opp
Managing Director, Client Advisor, Freestone Capital Management
Jen Pcholinsky
Associate Relationship Manager, Balentine
Valarie Weisiger
Senior Relationship Manager, CapSouth Wealth Management
Jennifer Brooks
Head of Product Marketing, Vanilla
Speakers
Christine Opp
Managing Director, Client Advisor, Freestone Capital Management
Jen Pcholinsky
Associate Relationship Manager, Balentine
Valarie Weisiger
Senior Relationship Manager, CapSouth Wealth Management
Jennifer Brooks
Head of Product Marketing, Vanilla
Dec 19, 2023
1 hour
Estate advisory is the practice of using ongoing estate planning to uncover and align your clients ultimate goals. In today’s competitive market, financial advisors need a way to stand out and deliver better service to their clients. In fact, in a study conducted by Spectrem, 93% of clients want estate planning from advisors and only 22% are getting it. Estate advisory can expand existing relationships, address client pain points, and broaden prospecting opportunities.
Hear from a panel of industry peers on the benefits of offering estate advisory, how to address related challenges, and grow your business. Learn how:
- Estate advisory allows advisors to expand client relationships and connect to the next generation
- Advisors can use estate advisory when prospecting to stand out from the competition
- To overcome industry challenges such as fee justification, competition, and more