『39. Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans』のカバーアート

39. Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans

39. Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans

無料で聴く

ポッドキャストの詳細を見る

このコンテンツについて

 Nearly 68% of Americans don’t have an established will. That’s a cause for concern for both clients and advisors alike – but Matt Morris sees it as more of an opportunity than a problem. As CEO of EncorEstate Plans, Matt empowers advisors to create exceptional estate planning experiences for clients through technology and a human-centric approach.Matt joins us to discuss how EncorEstate Plans empowers advisors to provide and facilitate the estate planning process themselves, rather than ...
まだレビューはありません