Discover how leading financial advisors are revolutionizing their estate planning services with the Wealth.com platform and technology. Join host, Kalem Mackey, CFP®, BPC, to learn successful implementation strategies and client outcomes from guests, Sarah Soria, CFP®, CEO of Encompass Financial Planning, Anthony “Tony” Engrassia, LUTCF®, NSSA®, CFF ®, Owner of Wealth Management Strategies, and Dave Alison, CFP®, EA, BPC, President of Prosperity Capital Advisors and Alison Wealth Management. Learn how these advisors are charging for this service, streamlining the estate planning process, and using it to build multi-generational relationships. From practical implementation tips to revenue opportunities, tune in to learn how to enhance your practice with modern estate planning solutions.

Resources:

• Platform Referenced: Wealth.com
• Online Service Referenced: Notarize
• Process Referenced: The Bucket Plan®