Building Your Estate Planning Practice: Essential Steps for Financial Advisors

Estate planning is an essential part of comprehensive financial planning, allowing individuals to secure their legacy and distribute assets according to their wishes. Financial advisors play a vital role in guiding clients through this process, even without a legal background. By collaborating with estate attorneys and leveraging technology like Asset-Map, advisors can offer seamless estate planning services. This guide explores how financial advisors can build a successful estate planning practice, from networking with lawyers to using advanced visualization tools for client conversations.

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TJ Hill
Rethink. The Financial Advisor Podcast - Episode 72: Why Advisors are Failing at Organic Growth featuring Joe Duran

In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. They talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling.

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Will the Financial Advisor Role Be Automated?

As AI and automation continue to reshape the financial services industry, many advisors wonder if their roles are at risk. While AI can streamline routine tasks, it cannot replace the human insight and empathy that clients value. Instead, financial advisors can leverage automation to enhance efficiency and focus on personalized advice. In this article, discover how to balance AI's benefits with the irreplaceable human touch to future-proof your financial advisory practice.

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TJ Hill
Marketing Strategies for Promoting Life Insurance in Your Financial Planning

Promoting life insurance effectively requires a strategic approach that resonates with your clients' needs and financial goals. By segmenting your audience, tailoring messages, and leveraging tools like Asset-Map, financial advisors can highlight the value of life insurance as part of comprehensive financial planning. In this guide, explore actionable marketing strategies to help clients understand the importance of life insurance and secure their financial futures.

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TJ Hill