Upcoming Live Webinar: Modernizing the Estate and Financial Planning Process featuring Trust & Will

It's time to deliver modern, engaging financial and estate-related advice in client conversations to set yourself apart in the hyper-competitive financial services industry.

Join Andres Mazabel, Business Development Manager at Trust & Will, and H. Adam Holt, CEO and Founder of Asset-Map, on Oct. 26th at 2 PM ET as they share how to instantly improve the advisor and client experience by:

  • Simplifying complex financial topics to create more meaningful conversations

  • Providing real-time access to a clients' most important documents and financial status

  • Utilizing tech tools to accelerate back-office operations

TJ Hill