How to Build a Winning "White Glove DIY" Estate Planning Model for Your Firm with Drucker Wealth скачать в хорошем качестве

How to Build a Winning "White Glove DIY" Estate Planning Model for Your Firm with Drucker Wealth

The old model of "estate planning" by ticking off boxes and thinking “How do I monetize this in 6 months so that my staff and estate planning software pay for themselves?” needs to die. Why? Fees aren’t going down, and your value prop is going to keep going up alongside client expectations. In the face of all this, how are the most forward-thinking firms approaching estate planning and actually delivering the massive value experts like Matthew Jarvis and Michael Kitces always advocate for? Get a behind-the-scenes look at how Gideon Drucker, CFP® AIF® ECA (President & CEO of Drucker Wealth) and Carrie M. Leontitsis, JD, AEP® (Estate Planning Specialist at Drucker Wealth) built their estate planning model and hear why they believe it's where the industry is headed. You’ll learn: ✅ How Drucker Wealth built and refined their “DIY white glove” estate planning model over the last year, and how you can incorporate what’s working well for them at your firm. ✅ Why going beyond creating estate docs by giving clients the ability to get estate planning coaching and education from Carrie delivers even more value and deepens relationships with them. ✅ How Carrie, a Florida licensed estate planning attorney, works with Drucker Wealth's clients nationwide, facilitating estate planning without giving legal advice. ✅ Why Drucker Wealth switched estate planning platforms to better execute on their vision and what they’re building, while ensuring higher quality estate planning documents, more safeguards, optimal workflow processes, and better quality control for their clients. Speakers: Gideon Drucker, CFP® AIF® ECA (President & CEO) - Drucker Wealth Carrie M. Leontitsis, JD, AEP® (Estate Planning Specialist) - Drucker Wealth Matt Morris (Co-Founder and CEO) - EncorEstate Plans Daniel Michaelsen, JD (VP, Strategic Relationships) - EncorEstate Plans