Helping Your Clients Prepare for Estate Executor Duties

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!

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple Podcasts, Spotify, Google Podcasts, Alexa, TuneIn, or if you prefer video you can find it on YouTube.

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

• How Wealth Management Firms and Advisors Can Thrive as Prices Continue to Fall - Pricing compression is a real concern for independent financial advisors and RIAs. This post contains several opportunities worthy of exploration to adjust to the changing landscape.
• How to Protect Your Firm and Your Advisors During a Time of Great Uncertainty - As I mentioned in the podcast conversation with Dan Stickel, there are a lot of similarities in EstateExec to the value that TrueContinuity offers financial advisors. In this webinar Carla McCabe and I walk you through the solution and how it can help you and your clients.
• How Financial Advisors and RIAs Can Increase Profitability by Using a Digital Assistant - With today's technology solutions, it is possible to increase the services you offer to your clients without dramatically expanding the overhead required to provide better offerings.