Grow Business & Deepen Client Relationships with Estate Advisory

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Estate advisory is the practice of using ongoing estate planning to uncover and align your clients ultimate goals.  In today's competitive market, financial advisors need a way to stand out and deliver better service to their clients.  In fact, in a study conducted by Spectrem, 93% of clients want estate planning from advisors and only 22% are getting it. Estate advisory can expand existing relationships, address client pain points, and broaden prospecting opportunities.

Join this complimentary webcast to hear from a panel of industry peers on the benefits of offering estate advisory, how to address related challenges, and grow your business. You'll learn how:

• Offering estate advisory allows advisors to expand client relationships and connect to the next generation

• Advisors can use estate advisory when prospecting to stand out from the competition

• To overcome industry challenges such as fee justification, competition, and more

Speakers:

	Christine Opp, CFA®, CFP® | Managing Director, Client Advisor | Freestone Capital Management
	Jen Pcholinsky, CFP®, AEP®, CEPA® | Associate Relationship Manager | Balentine
	Valarie Weisiger | Senior Relationship Manager | CapSouth Wealth Management
	Jennifer Brooks | Head of Product Marketing | Vanilla

Register Now

Can't attend? Register here for an on-demand recording after the webcast.