Another common theme over the years has been expanding the services that you offer your clients. On the latest episode of the Modern Financial Advisor Podcast, I am joined by Dan Stickel of EstateExec to explore how you can expand your estate planning services by helping your clients prepare for estate executor duties.
As always, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!