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Estate Planning Made Easy with David Littlejohn
Summary:
In this episode, we delve into the world of estate planning coordination with David Littlejohn, a seasoned financial advisor with over 20 years of experience. David shares valuable insights on the importance of having a dedicated estate planning coordinator on your team.
Key Takeaways:
Streamlining the Estate Planning Process: David 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, David's firm can offer clients a comprehensive solution, including estate planning, funding, and ongoing reviews.
Leveraging Technology: David discusses how tools like Encore can streamline the estate planning process and make it more accessible to clients.
Building Client Relationships: David explains how his role as a coordinator helps strengthen relationships with clients by providing personalized support and guidance throughout the estate planning process.
The Importance of Funding: He emphasizes the critical role of funding estate plans to ensure they are effective and avoid probate costs.
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 David and Littlejohn FS visit - https://littlejohnfs.com.
Don't forget to subscribe, leave a review, and share this episode with your colleagues. For any questions or feedback, feel free to reach out to us at [email protected].
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By EncorEstate PodcastSummary:
In this episode, we delve into the world of estate planning coordination with David Littlejohn, a seasoned financial advisor with over 20 years of experience. David shares valuable insights on the importance of having a dedicated estate planning coordinator on your team.
Key Takeaways:
Streamlining the Estate Planning Process: David 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, David's firm can offer clients a comprehensive solution, including estate planning, funding, and ongoing reviews.
Leveraging Technology: David discusses how tools like Encore can streamline the estate planning process and make it more accessible to clients.
Building Client Relationships: David explains how his role as a coordinator helps strengthen relationships with clients by providing personalized support and guidance throughout the estate planning process.
The Importance of Funding: He emphasizes the critical role of funding estate plans to ensure they are effective and avoid probate costs.
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 David and Littlejohn FS visit - https://littlejohnfs.com.
Don't forget to subscribe, leave a review, and share this episode with your colleagues. For any questions or feedback, feel free to reach out to us at [email protected].