Estate Planning for Advisors: Creation & Automation to Deliver Comprehensive Planning

As advisors look for more ways to deepen client relationships, join Andres Mazabel, Head of Advisor Sales at Trust & Will and Ian Finnerty, Director, Advisor Sales FP at Alpha to see how they’ve helped streamline the estate planning process. These solutions empower advisors to quickly see opportunities in their clients’ estate plans and ensure clients have updated estate documents in place, helping add peace of comprehensive planning.

View the webinar here.

T3 Survey: Share Your Opinion of FP Alpha

To help us grow FP Alpha’s platform, we invite you to take the T3/Inside Information Software Survey.
Please note that FP Alpha is listed under Financial Planning Software (Q8), Retirement Distribution Planning Tools (Q10), Estate Planning Tools (Q12), Tax Planning Software (Q14), and Digital Marketing Tools (Q68).
Enjoy a $5 Starbucks gift card on us when you fill out.

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