In this episode, I welcome Josh Yager, managing partner at Anodos and a licensed attorney, to discuss the often complex world of estate planning and settlement.
This episode explores Josh's innovative approach to collaboration among professionals in law, accounting, and financial planning to ensure effective estate settlements.
Josh's Journey: From Financial Planning to Legal Expert
- Career Transition: Originally a financial planner and a CFP, Josh spent 15 years creating financial plans and managing assets before a career epiphany at a conference led him to law school. This transition was fueled by his realization of the growing need for specialized estate settlement services.
- Specialization in Estate Settlement: His focus shifted to supporting non-professional trustees manage the challenging process of estate settlement, recognizing the gap in services available for effectively managing this critical and stressful period.
Anodos: Bridging the Gap in Estate Settlement
- Understanding the Need: JoshHe discusses the demographic challenges with the baby boomer generation and the massive transfer of wealth forthcoming, emphasizing the need for specialized estate settlement services.
- Role of Anodos: Anodos specializes in assisting non-professional trustees, often family members, through the daunting process of estate settlement. Josh's team takes a unique approach by charging a fixed fee, aligning their financial incentives with the speed and efficiency of the settlement process.
Elite Growth Academy
- Collaborative Training and Education: The upcoming Elite Growth Academy in San Diego will serve as a platform for professionals like Josh to share best practices and learn from one another in a collaborative environment, further enhancing the services they provide to their clients.
Key Takeaways and Future Directions
- The Importance of Collaboration: Josh highlights the critical nature of breaking down professional silos to ensure the best outcomes for clients, stressing the importance of a collaborative approach across different disciplines.
- Looking Ahead: As the demographic shift continues to unfold, he anticipates the need for estate settlement services will grow, underscoring the importance of preparedness and adaptability in his field.
About our Guest:
Josh Yager, is managing partner at Anodos.
You can learn more about his work at:
Website: https://anodosadvisors.com
About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.
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