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Seamlessly Integrating Estate Planning and Building Client Trust

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 |: Aug 09, 2024
Episode Duration |: 00:05:31

In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined Matt to discuss how their estate planning tool can help advisors provide more value to clients. The platform allows advisors to maintain a "quarterback" position in estate planning discussions without crossing legal boundaries. Financial advisors are encouraged to view estate planning as an essential component of any comprehensive financial plan.

On Thursday, Jamie emphasized the importance of the "authority principle" in building client trust. This approach can be particularly valuable when discussing complex topics like estate planning with clients and helps your clients feel more confident in working with you.

Resources in today's episode:

- Episode Website - Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268] - The Power of Authority - Why We Follow Experts

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