Apr 3 (edited) in Podcast Comments
Ep 63 - Are your estate documents in order?
Are your and your clients estate planning documents in order?
When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one some day. Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss. Join us and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning.
0
0 comments
Joe Moss
1
Ep 63 - Are your estate documents in order?
Financial Advisor Podcasts
skool.com/financial-advisor-podcasts-9988
All the best podcasts for financial advisors synthesized in one place to track what you've listened to, chat with others about each one, and learn...
Leaderboard (30-day)
powered by