FA Magazine: Leveraging Advanced Planning Services to Differentiate Yourself and Grow Your Practice

Discover how you can offer essential services such as estate and insurance planning to your clients efficiently and effectively.

Our webinar with Financial Advisor Magazine covers:

  • Defining the advisor’s responsibilities in the process
  • What a P&C review should include
  • How advisors can increase their fees by offering estate and P&C reviews and secure a competitive advantage
  • How a P&C review by a financial advisor can create savings and protection for the client and additional revenue for the advisor
  • The opportunity to bring the next generation into the conversation when offering estate planning
  • How AI-driven technology can provide scalability and time savings in estate and P&C by creating repeatable processes
  • Specific use cases regarding estate and P&C reviews

Watch the replay.