Marketing For Financial Advisors

Estate Planning Attorney and Financial Advisor, Victor Medina, on Estate Planning for Financial Advisors


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Don Anders sits down with Victor Medina to discuss Estate Planning for Financial Advisors. Some of the topics we discuss are:

  • The importance of having a true estate plan for clients
  • Using Online Services vs. Estate Planning Attorneys
  • How to find an Estate Planning Attorney that will fit well with your advice
  • Using Annuities inside of Trusts to protect clients

Learn more about Don Anders and Advisor's Platform:
Advisor's Platform Website
Marketing for Financial Advisors Facebook Group

Watch and subscribe to Victor Medina's Youtube page here:
Medina Retirement Planning

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Marketing For Financial AdvisorsBy Don Anders