Rethink. The Financial Advisor Podcast - Episode 63: Are Your Estate Documents in Order? featuring Cody Barbo
Are you 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.
In this episode Cody, Adam and Derek chat about:
The Full stack advisor - Advisors are uniquely positioned to help clients with all sorts of things including estate planning
Estate planning is an Everybody problem
Wealth Transfer - a huge opportunity for estate planning
Expanding your services
Do advisors have their own estate planning done?
When was the last time a client reviewed their estate planning they previously did?
Can you help your younger clients with estate planning to get introduced to their older parents?
The lack of education and good old procrastination - main reasons clients don’t have an estate plan.
And lots more!
Resources:
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