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Helping Your Clients Prepare for Estate Executor Duties

Mike Langford
Mar 14, 2021

 

At Truelytics we invest a lot of time helping independent financial advisors and RIAs improve the value and performance of their business. Most recently Carla McCabe and I hosted a webinar on increasing your business value by improving revenue stability.

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!


To listen to the episode simply click play on the audio stream at the top of this post or subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Podcasts, Alexa,  SoundCloud, Stitcher, and TuneIn.

Resources Related to this Episode:
Below are a few additional links and resources for advisors looking to expand their business: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed
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