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:

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:

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:

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:

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

Abandon the Asset Chase: Build Trust & Client Peace with Financial Planning

In this episode, we look at breaking the mold of traditional financial advising. We're moving beyond the chase for assets and diving into building trust with a client-centered, four-pillar approach.

Our discussion with Eric Bishoff CFP® President and CEO of Bishoff Financial Group covers how to craft comprehensive financial plans that encompass budgeting, taxes, estate planning, and, of course, smart investment strategies.

We unveil the secrets to building a successful financial planning business where everyone - not just the high net worth - gains access to the tools they need for financial security.

New advisor or seasoned pro, this podcast episode equips you with the systems and strategies to take your practice to the next level.

Eric brings a fun, laid back vibe to our conversation so grab your favorite snack and let's dive in!

Listen to Scott Leonard from Navigoe on the Advisor's Guide To Estate Planning Podcast!

In this episode Scott dives into how advisors can simplify the estate planning process for their clients.

Here's the nuggets of wisdom Scott offers:

To find out more about Scott and his firm visit Navigoe’s website here. 

Have questions or would like to find out more about EncorEstate Plans? Find us here. 

Description:

Join Ariel, Mike & Yohance Harrison from Money Script Wealth Management as they explore

Learn why estate planning is vital for everyone, safeguarding assets & ensuring your wishes are honored.

Key Topics: Importance of estate planning for all, common misconceptions, financial advisors' role, real-life examples.

Show Highlights: Introduction & estate planning's significance, personal stories & insights, financial implications of illness, importance of financial preparedness, using personal examples, addressing financial advisors' role.

Expert Insights:

"Estate planning is crucial for everyone."

"Financial advisors guide clients in estate planning."

"Personal experiences highlight the need for proactive planning."

Closing Note:

Planning your financial future? Estate planning protects assets & ensures your wishes are honored. Whether starting or updating your plan, these insights can guide you. Stay tuned for more advice & stories on estate planning.

Have questions? Find us at encorestateplans.com

See you in the next episode!

In this episode of The Advisor’s Guide To Estate Planning we are excited to welcome Tushar Kumar, founding advisor at Twin Peaks Wealth Advisors! Tushar is an innovator when it comes to using Encore to streamline the estate planning process for his clients.

In this episode, he discusses how Encore helps gather client information, walks clients through the necessary documents, and even connects them with legal services to finalize the plans, making estate planning efficient and accessible for everyone.

Tushar also discusses using Encore to provide his clients new services, benefits like using templates for efficiency, client stickiness, attracting new clients, and creating and maintaining a one-stop shop image.

Tune in to hear real examples and how-tos!

Matt and Ariel chat with Eric Negron, the CEO of ForeFront Wealth Partners, about all things estate planning and why he's a big fan of it.

Why Encore?

How to bring up estate planning with clients:

Legal stuff:

Pricing:

Why estate planning is valuable:

Turning estate planning into new clients:

The bottom line:

Closing thoughts:

Check out Eric's podcast at https://forefrontan.com/davidadvisormovement/

The Advisor's Guide to Estate Planning: A Podcast for Financial Professionals

Attention financial advisors!

Are you concerned about the low rate of estate planning adoption among your clients? Statistics show that a staggering 67% of Americans lack a proper estate plan, leaving their families potentially vulnerable.

Introducing The Advisor's Guide to Estate Planning podcast, a new initiative designed to bridge the gap in client experience. This program moves beyond traditional client education methods and fosters candid conversations between successful advisors like yourself.

What to expect:

A collaborative approach:

This podcast fosters a supportive environment where advisors can learn from each other's experiences and best practices. Open discussions and shared knowledge empower you to elevate the level of estate planning services you offer.

Stay connected:

The Advisor's Guide to Estate Planning is committed to empowering financial professionals to navigate the complexities of estate planning and ensure their clients receive the comprehensive support they deserve.

The Advisors Guide To Estate Planning podcast is coming soon! Have questions, comments or feedback? Let us know at [email protected].