Infusing estate planning into the foundation of retirement income strategies for clients can deliver much more value than advice alone. Your role as the advisor isn’t to be the legal expert, but to see all of your client’s assets in one place, identify potential opportunities, and know if there’s an issue or problem that needs to be solved.
“In the next 10 years, advisers will gradually shed their role as investment managers and become more like integrated life/wealth coaches.”
– McKinsey & Company On the cusp of change: North American wealth management in 2030
1. THE SALES PROCESS
The sales process step-by-step: Identifying, qualifying, and presenting to an Estate Planning prospect, including your current clients and leads.
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From the DMI Blog
As financial professionals, we understand the significance of offering comprehensive retirement planning solutions to our clients. A holistic approach ensures that their financial future is secure and well-structured. One vital component that often gets overlooked is estate planning.