By EncorEstate Podcast
The podcast currently has 17 episodes available.
In this episode, we talk to Jeff Clark, a seasoned advisor at Pine Grove Financial Group. He shares his insights on how to effectively integrate estate planning in practice.
Jeff has had great success with his strategies, elevating his practice and providing greater value to his clients.
Find out more about Jeff and his firm at https://pinegrovefg.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].
Summary:
In this episode, we dive deep into the world of estate planning technology with Michael Reynolds, the principal of Elevation Financial. Michael, a seasoned advisor with a focus on financial therapy and digital assets, shares his insights on how technology, specifically Encore, has transformed his estate planning practice.
Key Takeaways:
* The Power of Technology: Michael discusses how platforms like Encore have simplified the estate planning process, making it more accessible and efficient for both advisors and clients.
* Personalized Client Experience: He emphasizes the importance of providing a personalized and streamlined experience for clients, from initial intake to ongoing reviews.
* Beyond the Documents: Michael explains how estate planning goes beyond document creation, encompassing ongoing reviews and updates to ensure plans remain relevant and effective.
* The Future of Estate Planning: He shares his vision for the future of estate planning, highlighting the potential of technology to further enhance the client experience and streamline the process.
To find out more about Michael and Elevation Financial, click here.
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].
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].
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:
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
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].
Streamlining Estate Planning: Insights from Adam Sommers on Enhancing Client Experience
Episode Description: In this episode, Adam Sommers shares a comprehensive look at his workflow for guiding clients through estate planning using the Encore system. He walks us through the initial steps, from sending out an introductory document to setting up the first meeting, and discusses how important it is to address sensitive topics like end-of-life care. Adam also explains how his team assists clients in navigating the estate planning process, including reviewing and signing documents, updating beneficiaries, and even accompanying them to the bank.
As the conversation unfolds, Adam highlights the importance of personal touches, such as providing a detailed binder with color-coded tabs, and the use of multiple vaults for document storage. Adam envisions a future where AI plays a crucial role in scaling advisory services and improving client retention.
Listeners will gain valuable insights into how to make estate planning a more engaging and efficient process, deepening client relationships and ensuring no detail is overlooked.
Key Takeaways:
Introductory Documents: Setting the stage for estate planning by asking clients critical questions about their future.
Client Meetings: Utilizing the Encore system to gather information, review documents, and ensure all details are addressed.
Document Handling: The importance of a well-organized binder with personal touches like a tangible personal property list.
AI in Financial Planning: Adam’s vision of integrating AI into financial planning to identify gaps and prompt necessary actions.
Follow-Up: The significance of follow-up meetings to ensure clients complete essential tasks like renaming accounts or updating beneficiaries.
Resources Mentioned:
Encore Estate Plans
RightCapital for Document Vaults
Everplans for Legacy Planning
Encore Knowledge Base for Video Signing Process
Call to Action:
Find out more about Adam and his firm at https://sommersfinancial.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].
The Power of Story, Personal Loss, and Giving the Gift of Love with Daniel Kopp
In this episode, Daniel Kopp shares his expertise on estate planning. Discover how he combines empathy and technical knowledge to help clients navigate complex estate planning matters.
Learn how Daniel’s personal journey has shaped his approach to working with clients.
Discover practical strategies for overcoming client objections and building trust.
Gain insights into handling sensitive end-of-life conversations with empathy and care.
Learn how to increase your estate planning completion rate through effective client engagement.
Explore the importance of a holistic approach to financial planning, including estate planning.
Daniel’s passion for helping clients and his unique perspective make this episode a must-listen for advisors looking to elevate their estate planning services.
Find out more about Daniel here.
Daniel mentioned a lot of great resources that our listeners may want to explore. See the links below:
Questions let us know. You can find Encore Estate Plans online here.
Enhancing Estate Planning Conversations with Encore State Plans and FP Pathfinder
In this episode of The Advisor's Guide to Estate Planning Podcast, we dive into a strategic partnership between Encore State Plans and FP Pathfinder designed to empower financial advisors in delivering exceptional estate planning services. Discover a new resource, the "Estate Planning Conversation Starter," created to streamline the estate planning process for both advisors and clients. Learn how to effectively initiate and navigate complex estate planning discussions, utilizing practical tools and templates. This episode provides valuable insights on overcoming common challenges and delivering proactive estate planning solutions.
Key topics covered:
The importance of estate planning in comprehensive financial planning
Overcoming obstacles in estate planning conversations
Utilizing checklists and templates to simplify the process
The role of technology in enhancing estate planning services
A collaborative approach to delivering client value
Find out more about Encore Estate Plans here.
Curious about FpPatherfinder? Find out more about them here.
Advisor's Guide to Estate Planning: Episode #8- Insightful Strategies from JT Belnap
Welcome to another edition of the Advisor's Guide to Estate Planning. In this episode, host Matt Morris sits down with JT Belnap from Treasure Valley Financial Planning to delve into the intricacies of successfully implementing estate planning services. Located in the Treasure Valley, encompassing the Boise, Idaho area, JT's firm has garnered nearly 100 estate plans in partnership with the Encore team.
JT shares his journey from working at Washington Mutual to establishing Treasure Valley Financial Planning in 2018. He discusses how his values-based approach to financial planning has shaped his firm's philosophy and success.
In this episode, you will learn:
Values-Based Financial Planning: How JT's approach emphasizes client-centric values and comprehensive service.
One-Stop-Shop Model: The benefits of offering a complete estate planning service within a single firm.
Client Relationship Building: Strategies to strengthen client relationships through estate planning.
Business Growth: Insights into leveraging estate planning services to expand your practice.
Tune in to learn how you can step into the estate planning gap, enhance your client offerings, and navigate the challenges of estate planning with confidence.
To find out more about JT and his firm visit -
https://treasurevalleyplanning.com
Have questions or would like to find out more about EncorEstate Plans? Find us here.
Estate Planning Made Easy: How to Help Clients Overcome Procrastination
This episode of the Advisor's Guide to Estate Planning dives into how to seamlessly integrate estate planning into your financial planning services. Financial advisor Amy Irvine of Rooted Planning Group discusses the challenges clients often face when it comes to creating essential documents like wills and trusts.
You'll learn:
Why clients procrastinate on estate planning (and how it can be especially common for men).
How to streamline the estate planning process for a smoother client experience.
Strategies for framing estate planning conversations in a positive and empowering way.
Tips for celebrating clients' accomplishments after they complete their estate plan.
By the end of this episode, you'll have practical tools to help your clients overcome their anxieties and get the peace of mind that comes with having a solid estate plan in place.
Here’s a few of the resources Amy mentioned in this episode:
https://www.moneyquotient.com
Switch: How to Change Things When Change Is Hard
To find out more about Amy and her firm visit - https://www.rootedpg.com/about
Have questions or would like to find out more about EncorEstate Plans? Find us here.
Boost Your Client Services with Joel Top's Estate Planning Approach
This episode dives into how financial advisor Joel Top is expanding his service offerings to include affordable estate planning. Previously a physics teacher, Joel left the traditional firm model to provide a more holistic experience for his clients.
In this episode we discuss:
Leveraging Encore software to streamline the estate planning process.
Building a collaborative team with accountants and IT specialists for comprehensive client care.
Structuring tiered service plans to cater to diverse client needs, from basic wills to complex trusts.
Partnering with custodians and banks to facilitate trust funding.
Joel also addresses the common client challenge of procrastination and offers strategies to help advisors navigate these conversations. Tune in for actionable insights on how to add estate planning to your client service toolbox and gain a competitive edge.
Find us at encorestateplans.com
The podcast currently has 17 episodes available.