The Advisor's Guide to Estate Planning

Bill Page | Modern Wealth Management

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The Power of a Dedicated Estate Planning Coordinator

Summary:

In this episode, we delve into the world of estate planning coordination with Bill Page from Modern Wealth Management. Bill, a seasoned professional with nearly 20 years of experience, shares valuable insights on the importance of having a dedicated estate planning coordinator on your team.

Key Takeaways:

  •  Streamlining the Estate Planning Process: Bill explains how a coordinator can significantly reduce the workload for advisors, allowing them to focus on building client relationships and providing strategic advice.
  •  The Benefits of a One-Stop Shop: By having an in-house estate planning coordinator, Modern Wealth Management can offer clients a comprehensive solution, including estate planning, funding, and ongoing reviews.
  •  Leveraging Technology: Bill discusses how tools like Encore can streamline the estate planning process and make it more accessible to clients.
  •  The Importance of Funding: He emphasizes the critical role of funding estate plans to ensure they are effective and avoid probate costs.
  •  Building Client Relationships: Bill explains how his role as a coordinator helps strengthen relationships with clients by providing personalized support and guidance throughout the estate planning process.

    • Overall, this episode offers valuable insights for advisors who are looking to enhance their estate planning services and provide exceptional value to their clients.


    To find out more about Bill and Modern Wealth Management visit - https://www.modwm.com

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