Webinars With Industry Experts

Collaborating With Estate Planning Attorneys

To better serve your clients' routine and complex estate planning needs, collaborating with estate planning attorneys is crucial. It also helps you gain referrals and strengthen long-term relationships with clients.

In this session, you’ll learn:

  • Why estate planning attorneys almost always fail a financial advisor’s litmus test
  • How to interview estate attorneys to find the right fit—for yourself and your clients!
  • How setting expectations is the key to successful collaboration
  • How to manage a shared client engagement
  • A client-centered definition of what it means to be a "Trusted Advisor"
  • How to create ongoing engagements that will last generations

Guest speaker Richard Randall is an attorney at Randall Law Offices, an estate planning law firm based in Indianapolis, Indiana that serves over 300 client families. He develops and teaches concepts, tools, and systems designed to help professional advisors and client families create, appreciate, and enjoy true wealth (both financial and non-financial), and to assure that true wealth is efficiently transferred and effectively received.

Randall, who is a blogger on estate planning topics for Advisors4Advisors.com, is a founding member of the National Network of Estate Planning Attorneys and now serves the Network's Chairman and CEO.

 

This webinar is approved for IMCA CE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

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See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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