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Amy Irvine | Rooted Planning Group
Estate Planning Made Easy: How to Help Clients Overcome Procrastination
This episode of the Advisor's Guide to Estate Planning dives into how to seamlessly integrate estate planning into your financial planning services. Financial advisor Amy Irvine of Rooted Planning Group discusses the challenges clients often face when it comes to creating essential documents like wills and trusts.
You'll learn:
Why clients procrastinate on estate planning (and how it can be especially common for men).
How to streamline the estate planning process for a smoother client experience.
Strategies for framing estate planning conversations in a positive and empowering way.
Tips for celebrating clients' accomplishments after they complete their estate plan.
By the end of this episode, you'll have practical tools to help your clients overcome their anxieties and get the peace of mind that comes with having a solid estate plan in place.
Here’s a few of the resources Amy mentioned in this episode:
https://www.moneyquotient.com
Switch: How to Change Things When Change Is Hard
To find out more about Amy and her firm visit - https://www.rootedpg.com/about
Have questions or would like to find out more about EncorEstate Plans? Find us here.
View all episodes
By EncorEstate PodcastEstate Planning Made Easy: How to Help Clients Overcome Procrastination
This episode of the Advisor's Guide to Estate Planning dives into how to seamlessly integrate estate planning into your financial planning services. Financial advisor Amy Irvine of Rooted Planning Group discusses the challenges clients often face when it comes to creating essential documents like wills and trusts.
You'll learn:
Why clients procrastinate on estate planning (and how it can be especially common for men).
How to streamline the estate planning process for a smoother client experience.
Strategies for framing estate planning conversations in a positive and empowering way.
Tips for celebrating clients' accomplishments after they complete their estate plan.
By the end of this episode, you'll have practical tools to help your clients overcome their anxieties and get the peace of mind that comes with having a solid estate plan in place.
Here’s a few of the resources Amy mentioned in this episode:
https://www.moneyquotient.com
Switch: How to Change Things When Change Is Hard
To find out more about Amy and her firm visit - https://www.rootedpg.com/about
Have questions or would like to find out more about EncorEstate Plans? Find us here.