As a financial advisor, adding estate planning to your services can attract top-notch clients in large numbers. It not only brings lasting benefits to clients but also positions you to provide comprehensive wealth management solutions—allowing you to connect with clients through every life event. In this guide, we'll dive into the perks of estate planning and share four effective strategies to expand your client base.
As a financial advisor, adding estate planning to your services can attract top-notch clients in large numbers. It not only brings lasting benefits to clients but also positions you to provide comprehensive wealth management solutions—allowing you to connect with clients through every life event. In this guide, we'll dive into the perks of estate planning and share four effective strategies to expand your client base.