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Financial advisors face a significant opportunity and challenge with estate planning, a critical component of holistic wealth management. However, many advisors lack the necessary tools. Danny Lohrfink, co-founder & chief product officer, from Wealth.com discusses how their platform addresses this gap. Studies show a mismatch: 93% of clients expect estate planning guidance, but only 22% feel adequately served. Wealth.com provides solutions across various client stages, from document creation to AI-driven extraction and visual reporting.
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