Podknife - Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison by The Perfect RIA

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Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Jan 17, 2024
Episode Duration |: 00:28:36

In this episode, Matt is joined by Yohance Harrison to discuss the profound importance of estate planning, driven by Yohance's personal experience assisting a client on her deathbed in 2020. Yohance shares how over 50% of Americans pass away without an estate plan and stresses the need for critical documents like wills and powers of attorney.

Yohance also talks about how he leverages client interactions to generate referrals. By discussing beneficiaries and powers of attorney, he opens opportunities to guide clients through notifications, turning one estate plan into multiple referrals. Matt underscores the advisor's role in delivering value and initiating meaningful conversations, illustrating how such interactions can positively impact clients' lives. Tune in for practical insights into estate planning, navigating its complexities, and creating lasting value for both advisors and clients alike.

Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison Resources: - Matt Jarvis: Website | LinkedIn - Yohance Harrison: Website | LinkedIn - Estate Planning Masterclass - EncorEstate Plans - Wealth.com - Trust and Wills - Investopedia

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