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

In this replay, hear from Andres Mazabel, Business Development Manager at Trust & Will, and H. Adam Holt, CEO and Founder of Asset-Map, on 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 HillReplay