Are your and your clients estate planning documents in order?
When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one some day. Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss. Join us and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning.
In this episode Cody, Adam and Derek chat about:
- The Full stack advisor - Advisors are uniquely positioned to help clients with all sorts of things including estate planning
- Estate planning is an Everybody problem
- Wealth Transfer - a huge opportunity for estate planning
- Expanding your services
- Do advisors have their own estate planning done?
- When was the last time a client reviewed their estate planning they previously did?
- Can you help your younger clients with estate planning to get introduced to their older parents?
- The lack of education and good old procrastination - main reasons clients don’t have an estate plan.
- And lots more!
Resources:
Connect With Adam Holt:
Connect With Derek Notman:
Hosted on Acast. See acast.com/privacy for more information.