How to Build & Scale Estate Planning Into a Growth Engine for Your Advisory Firm (Proven System) скачать в хорошем качестве

How to Build & Scale Estate Planning Into a Growth Engine for Your Advisory Firm (Proven System)

How does this Advisors Excel firm that was previously using Wealth.com run a successful estate planning system that brings in new clients AND supercharges AUM every year? Guerra Wealth Advisors went from zero in-house estate planning (they referred out to attorneys that went nowhere for their clients) to completing around 25 plans per month—in just two years. Their South Florida firm now operates across 17 states, and estate planning has become central to their client relationships. Diego Lopez, Director of New Business at Guerra, recently shared their playbook with EncorEstate Plans. Here's how they consistently acquire high-value clients and complete their estate plans: ► Guerra's behind-the-scenes process. ► How Guerra assigns the right amount of resources to acquire and service new clients through estate planning. ► How to run successful estate planning seminars and turn estate planning into a huge revenue flywheel for your firm. You’ll walk away with: ► An estate planning seminar playbook that you can use immediately. ► Estate planning process ideas that will help you acquire more clients. ► An estate planning flywheel system that keeps clients engaged with you long after their estate documents are signed, notarized, and funded. Additional resources: ►    • How To Get Estate Planning Up and Running ...   ►    • How to Lead Estate Planning Seminars that ...   Speakers: Diego Lopez (Dir., New Business and Wealth Management) - Guerra Financial Group Daniel Michaelsen, JD (VP, Strategic Relationships) - EncorEstate Plans