Shows
The Advisor's Guide to Estate PlanningEnhancing Client Outcomes through Advisor-Attorney Partnerships with Estate Planning Attorney Ryan CrandallIn this episode, we delve into the powerful partnerships between financial advisors and estate planning attorneys. Join host Matt Morris as he introduces Ryan Crandall, an innovative estate planning attorney from eLegacy Law. Discover how these collaborations enhance client experiences, streamline estate planning processes, and provide peace of mind. Learn about the unique virtual model of eLegacy and how it integrates with financial advisors to offer comprehensive, coordinated financial care. Tune in to explore the future of estate planning and the vital role of technology in this evolving field.To learn more about...2025-07-2226 minThe Advisor's Guide to Estate PlanningHow to Deepen Client Relationships w/ Holistic Estate Planning (Vieng Bounnam, CFP®, Fulcrum Wealth)Join us on this powerful episode of The Advisor's Guide to Estate Planning as we sit down with Vieng Bounnam, a seasoned Certified Financial Planner™ and a 25-year veteran at Fulcrum Wealth Management Group in the Pacific Northwest. Vieng shares her compelling personal journey from fleeing Laos as a child refugee to building a successful financial planning practice deeply rooted in holistic, client-centered estate planning. Vieng discusses why life insurance and comprehensive estate planning aren't just financial tools, but transformational strategies to prevent hardship and secure family legacies.Discover why incorporating estate planning into your ad...2025-04-0131 minThe Advisor's Guide to Estate PlanningElevate your estate planning expertise with Wes DunawayIn this episode, we'll uncover the most overlooked estate planning mistakes that could cost your clients dearly. From Florida’s unique homestead laws to choosing the right fiduciary, Wes shares insider strategies to help advisors navigate estate planning with confidence. Plus, learn about Encore’s streamlined process for seamless attorney-reviewed estate plans without the hefty price tag.If you're a financial advisor helping clients with estate planning, this is a must-watch to ensure you're providing real value, avoiding costly mistakes, and strengthening client relationships.What you'll learn from Wes:✅ The Encore process and how ad...2025-03-0427 minThe Advisor's Guide to Estate PlanningThe Power of a Dedicated Estate Planning Coordinator with Encore Partner Law Firm Ross&MatthewsSummary:
In this episode, Matt Morris, host of the Advisor's Guide to Estate Planning podcast, interviews John Saltarelli, a partner at Ross&Matthews, a law firm specializing in estate planning in Texas. John discusses the importance of having a dedicated estate planning coordinator on your team to help streamline the estate planning process and ensure that plans are properly funded.
Key Takeaways:
Benefits of a Dedicated Estate Planning Coordinator: John explains how a coordinator can alleviate some of the workload for financial advisors, allowing them to focus on building relationships...2024-12-0628 minThe Advisor's Guide to Estate PlanningJeff Clark Shares Tips to Position and Leverage Personal ConnectionIn this episode, we talk to Jeff Clark, a seasoned advisor at Pine Grove Financial Group. He shares his insights on how to effectively integrate estate planning in practice.
Leveraging personal anecdotes to connect with clients emotionally
Using the Retirement Health Method to identify planning needs
Streamlining the estate planning process with technology and collaboration
Positioning as a trusted advisor through proactive planning
Jeff has had great success with his strategies, elevating his practice and providing greater value to his clients.
Find out more about Jeff and his firm...2024-11-0633 minThe Advisor's Guide to Estate PlanningStreamlining Estate Planning with Technology: A Conversation with Michael ReynoldsSummary:
In this episode, we dive deep into the world of estate planning technology with Michael Reynolds, the principal of Elevation Financial. Michael, a seasoned advisor with a focus on financial therapy and digital assets, shares his insights on how technology, specifically Encore, has transformed his estate planning practice.
Key Takeaways:
* The Power of Technology: Michael discusses how platforms like Encore have simplified the estate planning process, making it more accessible and efficient for both advisors and clients.
* Personalized Client Experience: He emphasizes the importance of providing a...2024-10-0825 minThe Advisor's Guide to Estate PlanningEstate Planning Made Easy with David LittlejohnSummary:
In this episode, we delve into the world of estate planning coordination with David Littlejohn, a seasoned financial advisor with over 20 years of experience. David shares valuable insights on the importance of having a dedicated estate planning coordinator on your team.
Key Takeaways:
Streamlining the Estate Planning Process: David explains how a coordinator can significantly reduce the workload for advisors, allowing them to focus on building client relationships and providing strategic advice.
The Benefits of a One-Stop Shop: By having an in-house estate planning coordinator, David's firm can offer clients...2024-09-1734 minThe Advisor's Guide to Estate PlanningBill Page | Modern Wealth ManagementThe Power of a Dedicated Estate Planning Coordinator
Summary:
In this episode, we delve into the world of estate planning coordination with Bill Page from Modern Wealth Management. Bill, a seasoned professional with nearly 20 years of experience, shares valuable insights on the importance of having a dedicated estate planning coordinator on your team.
Key Takeaways:
Streamlining the Estate Planning Process: Bill explains how a coordinator can significantly reduce the workload for advisors, allowing them to focus on building client relationships and providing strategic advice.
The Benefits of a One-Stop Shop: By having an...2024-08-2727 minThe Advisor's Guide to Estate PlanningAdam Sommers | Sommers Financial ManagementStreamlining Estate Planning: Insights from Adam Sommers on Enhancing Client Experience
Episode Description: In this episode, Adam Sommers shares a comprehensive look at his workflow for guiding clients through estate planning using the Encore system. He walks us through the initial steps, from sending out an introductory document to setting up the first meeting, and discusses how important it is to address sensitive topics like end-of-life care. Adam also explains how his team assists clients in navigating the estate planning process, including reviewing and signing documents, updating beneficiaries, and even accompanying them to the...2024-08-1333 minThe Advisor's Guide to Estate PlanningDaniel Kopp | Wise Stewardship Financial PlanningThe Power of Story, Personal Loss, and Giving the Gift of Love with Daniel Kopp
In this episode, Daniel Kopp shares his expertise on estate planning. Discover how he combines empathy and technical knowledge to help clients navigate complex estate planning matters.
Learn how Daniel’s personal journey has shaped his approach to working with clients.
Discover practical strategies for overcoming client objections and building trust.
Gain insights into handling sensitive end-of-life conversations with empathy and care.
Learn how to increase your estate planning completion rate through effective client en...2024-07-3034 minThe Advisor's Guide to Estate PlanningEncore Estate Plans + FpPatherfinderEnhancing Estate Planning Conversations with Encore State Plans and FP Pathfinder
In this episode of The Advisor's Guide to Estate Planning Podcast, we dive into a strategic partnership between Encore State Plans and FP Pathfinder designed to empower financial advisors in delivering exceptional estate planning services. Discover a new resource, the "Estate Planning Conversation Starter," created to streamline the estate planning process for both advisors and clients. Learn how to effectively initiate and navigate complex estate planning discussions, utilizing practical tools and templates. This episode provides valuable insights on overcoming common challenges and delivering proactive estate planning...2024-07-2921 minThe Advisor's Guide to Estate PlanningJT Belnap | Treasure Valley Financial PlanningAdvisor's Guide to Estate Planning: Episode #8- Insightful Strategies from JT Belnap
Welcome to another edition of the Advisor's Guide to Estate Planning. In this episode, host Matt Morris sits down with JT Belnap from Treasure Valley Financial Planning to delve into the intricacies of successfully implementing estate planning services. Located in the Treasure Valley, encompassing the Boise, Idaho area, JT's firm has garnered nearly 100 estate plans in partnership with the Encore team.
JT shares his journey from working at Washington Mutual to establishing Treasure Valley Financial Planning in 2018. He discusses how his values-based approach...2024-07-1631 minThe Advisor's Guide to Estate PlanningAmy Irvine | Rooted Planning GroupEstate Planning Made Easy: How to Help Clients Overcome Procrastination
This episode of the Advisor's Guide to Estate Planning dives into how to seamlessly integrate estate planning into your financial planning services. Financial advisor Amy Irvine of Rooted Planning Group discusses the challenges clients often face when it comes to creating essential documents like wills and trusts.
You'll learn:
Why clients procrastinate on estate planning (and how it can be especially common for men).
How to streamline the estate planning process for a smoother client experience.
Strategies for framing...2024-07-0240 minThe Advisor's Guide to Estate PlanningJoel Top | PlanWiser FinancialBoost Your Client Services with Joel Top's Estate Planning Approach
This episode dives into how financial advisor Joel Top is expanding his service offerings to include affordable estate planning. Previously a physics teacher, Joel left the traditional firm model to provide a more holistic experience for his clients.
In this episode we discuss:
Leveraging Encore software to streamline the estate planning process.
Building a collaborative team with accountants and IT specialists for comprehensive client care.
Structuring tiered service plans to cater to diverse client needs, from basic wills to...2024-06-1830 minThe Advisor's Guide to Estate PlanningEric Bishoff | The Bishoff Financial GroupAbandon the Asset Chase: Build Trust & Client Peace with Financial Planning
In this episode, we look at breaking the mold of traditional financial advising. We're moving beyond the chase for assets and diving into building trust with a client-centered, four-pillar approach.
Our discussion with Eric Bishoff CFP® President and CEO of Bishoff Financial Group covers how to craft comprehensive financial plans that encompass budgeting, taxes, estate planning, and, of course, smart investment strategies.
We unveil the secrets to building a successful financial planning business where everyone - not just the high net worth...2024-05-2845 minThe Advisor's Guide to Estate PlanningScott Leonard | NavigoeListen to Scott Leonard from Navigoe on the Advisor's Guide To Estate Planning Podcast!
In this episode Scott dives into how advisors can simplify the estate planning process for their clients.
Here's the nuggets of wisdom Scott offers:
Streamlined Approach: Scott explains how his approach saved him time and money compared to traditional estate planning methods. This allows him to serve more clients effectively.
Modernized Strategies: He discusses his expertise in navigating complexities like portability of the unified credit, ensuring clients receive up-to-date estate plans tailored to their needs.
...2024-05-0137 minThe Advisor's Guide to Estate PlanningYohance Harrison | Money Script Wealth ManagementDescription:
Join Ariel, Mike & Yohance Harrison from Money Script Wealth Management as they explore
estate planning, offering expert advice & real stories highlighting the crucial role of financial advisors.
Learn why estate planning is vital for everyone, safeguarding assets & ensuring your wishes are honored.
Key Topics: Importance of estate planning for all, common misconceptions, financial advisors' role, real-life examples.
Show Highlights: Introduction & estate planning's significance, personal stories & insights, financial implications of illness, importance of financial preparedness, using personal examples, addressing financial advisors' role.
Expert Insights:
"Estate planning is...2024-04-1732 minThe Advisor's Guide to Estate PlanningTushar Kumar | Twin Peaks Wealth AdvisorsIn this episode of The Advisor’s Guide To Estate Planning we are excited to welcome Tushar Kumar, founding advisor at Twin Peaks Wealth Advisors! Tushar is an innovator when it comes to using Encore to streamline the estate planning process for his clients.
In this episode, he discusses how Encore helps gather client information, walks clients through the necessary documents, and even connects them with legal services to finalize the plans, making estate planning efficient and accessible for everyone.
Tushar also discusses using Encore to provide his clients new services, benefits like using templates fo...2024-04-1029 minThe Advisor's Guide to Estate PlanningEric Negron | Forefront Wealth PartnersMatt and Ariel chat with Eric Negron, the CEO of ForeFront Wealth Partners, about all things estate planning and why he's a big fan of it.
Eric's journey:
Originally in retail, his finance degree led him to financial services.
He emphasizes learning from a missed promotion and highlights his passion for financial planning.
Estate planning 101: Early
on, he saw the importance of estate planning through a partnership with a top producer. He talks about the role of lawyers and how understanding family dynamics is key.
Why Encore?
FinTech competition is heating up: Eric acknowledges the competition...2024-03-1330 minThe Advisor's Guide to Estate PlanningWelcome To The Advisor's Guide To Estate Planning PodcastThe Advisor's Guide to Estate Planning: A Podcast for Financial Professionals
Attention financial advisors!
Are you concerned about the low rate of estate planning adoption among your clients? Statistics show that a staggering 67% of Americans lack a proper estate plan, leaving their families potentially vulnerable.
Introducing The Advisor's Guide to Estate Planning podcast, a new initiative designed to bridge the gap in client experience. This program moves beyond traditional client education methods and fosters candid conversations between successful advisors like yourself.
What to expect:
Peer-to-peer learning:
Gain valuable insights from...2024-03-1205 min
Fintech ImpactEncorEstate Plans with Matt Morris | 314In this episode of Fintech Impact, host Jason Pereira interviews Matt, the CEO of EncorEstate Plans. EncorEstate Plans is an advisor-led tool designed to assist clients in creating and implementing their estate plans seamlessly within one comprehensive system. The platform enables financial advisors to guide clients through the process of developing personalized estate plans, providing a streamlined and efficient solution for estate planning.Episode Highlights:04:08: The conversation takes a personal turn as Matt shares a family tragedy that served as a catalyst for creating EncorEstate Plans, illustrating the real-world consequences of inadequate estate planning.07:06: Matt...2024-03-0531 minFintech ImpactEncorEstate Plans with Matt Morris | 314Jason Pereira interviews Matt, the CEO of EncorEstate Plans. EncorEstate Plans is an advisor-led tool designed to assist clients in creating and implementing their estate plans seamlessly within one comprehensive system. The platform enables financial advisors to guide clients through the process of developing personalized estate plans, providing a streamlined and efficient solution for estate planning.Episode Highlights:00:57: Matt introduces EncorEstate Plans, highlighting its role as an advisor-led tool aimed at fixing the broken estate planning client experience.06:48: Matt details the approach taken to address the estate planning problem, drawing on his background in wealth...2024-03-0531 minThe Advisor's Guide to Estate PlanningThe Advisors Guide To Estate Planning Podcast Is Coming Soon!The Advisors Guide To Estate Planning podcast is coming soon! Have questions, comments or feedback? Let us know at info@encorestateplans.com. 2024-02-2800 min