Estate advisory is the practice of using ongoing estate planning to uncover and align your clients ultimate goals. Clients today expect their financial advisors to provide estate planning advice. In fact, a recent report from Spectrem Group shows that while 93% of respondents want estate planning advice from their advisors, only 22% of clients are actually receiving that advice. The best advisors are winning share of wallet by practicing estate advisory. But how do you elevate the rest of the team and enable them to have meaningful estate advisory conversations?
Join Scott Luhnau, Vice President, Multi-Generational Wealth Planning at Mariner Wealth Advisors and Jim Sinai, Chief Marketing Officer at Vanilla where they’ll discuss how to set advisors up to deliver impactful, estate advisory conversations for their clients.
In this webinar, you’ll learn:
- How advisors can develop the skills necessary for impactful estate planning conversations
- Why educating clients on estate planning can help advisors deepen their client relationships
- How Mariner Wealth Advisors has scaled their estate advisory practice by combining technology with educational resources
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Chief Marketing Officer
Vice President, Multi-Generational Wealth Planning
Mariner Wealth Advisors
Leave a Reply