IRA Cafe + Carter Wilcoxson: The Future of Estate Planning - The Platform Every Advisor Needs скачать в хорошем качестве

IRA Cafe + Carter Wilcoxson: The Future of Estate Planning - The Platform Every Advisor Needs

CEO & Founder of ePIC Services Company, Carter Wilcoxson, shares exactly how ePIC Services Co. is transforming estate planning for advisors and their clients through compliant, attorney-supported solutions that deepen relationships, drive growth, boost retention, and position advisors for the Great Wealth Transfer. In this session with American IRA we covered: The way to unlock the Great Wealth Transfer How trillions in generational wealth are shifting and how advisors can stay involved by engaging entire client families through a compliant, tech-driven estate planning system. How to turn Estate Planning into a growth engine for your practice The steps on how advisors use ePIC’s turnkey platform to run effective workshops, book more first appointments, and retain more assets with attorney-supported estate solutions. The exact experience each client receives when working with our outsourced estate planning team + the value they get with the eState Plan Portfolio TM Discover how ePIC’s attorney partnerships, marketing tools, and onboarding support help advisors streamline operations, stay compliant, and focus on client relationships.