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Estate Planning Playbook For AdvisorsEstate Planning Playbook For Advisors
A step-by-step checklist to guide your client conversations.
February 27, 2024
1 Min Read
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Sponsored by Vanilla Technologies Inc.
This Estate Planning Playbook is based on top advisor Steve Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world.
Whether you’re just getting started with estate planning or more experienced, insights here can help you build or refine your estate planning process as a trusted advisor.
Download the playbook to learn how to:
Deliver differentiating value with estate planning
Engage new clients in estate planning, including specific questions to ask
Set clear expectations for yearly maintenance and more
Download now.
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