Scaling Your Firm with Estate Planning with Trust & Will + Wealthbox

Learn how financial advisors are integrating estate planning into their service model to drive growth, enhance client relationships, and improve operational efficiency. Discover how greater visibility and control over estate planning can help you scale your practice and attract new clients.

This webinar will cover:

1. How integrating estate planning enhances your service model.
2. The benefits of increased visibility and control for advisors, including tracking estate planning progress, improving client engagement, and ensuring key milestones are met.
3. Strategies for leveraging estate planning to attract new clients.
4. Best practices for scaling your firm with seamless estate planning integration.