Are you screwing up your client's legacy? Join John Zetterstrom - COO of Vest Financial - and Stephanie Alper-Lisi as they talk about Legacy Planning, how to introduce it to your clients and what are the best ways to work with RIAs. Check out Vest Financial for more details on Legacy Planning and how you could work with them at www.askvest.com. Learn more about what options are accessible for your clients and how Synergy Life Brokerage can help you at www.SBKG.com

00:00 Who is John Zetterstrom, what is Vest Financial and what makes them experts in the Legacy Planning field?

01:15 What is legacy planning? Why is it important and why aren’t clients thinking about it?

02:26 How could advisors introduce legacy planning to their clients?

03:18 What does it mean to partner with a registered investment advisor? And why is it so important to understand your client base?

04:50 How would Vest Financial get involved working with an RIA? What different takes are there to work with them?

06:26 How you could contact John to possibly work with him.

Learn more about Synergy Life Brokerage at www.SBKG.com

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