On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Rick Randall, an advisor in the estate planning world. They discuss the new ways of approaching advisor-client relationships, and explain why advisors should collaborate, not compete. To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com Links in this Episode: The Summit - www.TheSummit4Advisors.com Kolbe Assessment- Kolbe.com Show Notes: 00:00 Intro 00:52 Advisor in the estate planning world 01:17 How traditional estate planning has failed 01:43 We want to work collaboratively with financial advisors 02:03 17 for 17- 17 Estate Planning Alternatives 05:30 We want to help you update and do active review on your estates 06:46 Strategic Coaching and what it's taught Rick 07:51 Develop ways to create a blended process for the client 10:15 Our Philosophies and Processes 12:41 One stop shopping, holistic planning 16:44 We custom design our process depending on the advisor 17:48 Planning for the next generations 19:15 Lifespan trust continuum 20:06 Rick will talk at the Summit