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The Planner & Advisor Ecosystem: Scaling Estate Planning to Every Client
Speakers
April C. Rosenberry, JD, LL.M. in Taxation
Director of Estate, Tax, and Financial Planning, Signature Estate & Investment Advisors, LLC
Thomas Pontius, CFP®
Senior Financial Planner, Kayne Anderson Rudnick
Daniel Brockley
Director of Content Marketing, Vanilla
Speakers
April C. Rosenberry, JD, LL.M. in Taxation
Director of Estate, Tax, and Financial Planning, Signature Estate & Investment Advisors, LLC
Thomas Pontius, CFP®
Senior Financial Planner, Kayne Anderson Rudnick
Daniel Brockley
Director of Content Marketing, Vanilla
May 29, 2024
1 hour
For wealth management firms of all shapes and sizes, offering estate planning services for your clients is a proven way to grow your business and build long-term relationships.
Often, advisors are in the perfect position to initiate estate planning conversations, but lack the knowledge, confidence, or resources to do so.
In this on-demand webinar, planners share how they enable and empower advisors to initiate estate planning conversations with clients, including:
- Providing educational resources and learning opportunities
- Optimizing certain internal systems for better efficiency and scalability
- Implementing technology that supports advisors, clients, and the entire firm