How Advisors Can Win Over Attorneys as Referral Sources

There are several often-overlooked estate planning steps that financial advisors can identify that could be very beneficial to their clients. Not only is this a win for the client, but it could also act as an important way to gain the trust of a key center of influence, the client’s attorney, and turn them into sources of future referrals.

Join leading estate planning expert, Martin M. Shenkman CPA, MBA, JD, PFS, AEP, and award-winning financial advisor and wealth tech CEO, Andrew Altfest, CFP, MBA while they discuss:

  • 4 Common estate planning opportunities in plain English that lend themselves to these discussions and getting the client’s attorney involved.
  • Best practices in engaging clients in estate planning discussions
  • How technology enables advisors to illustrate complicated discussions and visualize various scenarios with clients.

Make the most out of your estate planning analysis, create a value add for existing clients, and attract new COIs. In this webinar, we will discuss how you can do this, at scale!

View the webinar here.

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