Transcript:
The biggest estate planning challenges my clients face are getting the right advice at the right time. My name is Mike Kato. I’m the head of financial planning at GC Wealth. My role is to design and develop our financial planning offering.
Relying upon traditional estate planning tools was not going to cut it. We had to go above and beyond, venture outside of the norms, and look for a technology partner that was going to put us at the forefront of that innovation. It had to be easily integrated into our platform and our service model, and it had to be easy to use and intuitive. Then we found out about Wealth.com.
It ticked all the boxes for us. It’s easy to use, it’s intuitive, it’s fully integrated. The client deliverables are polished and professional, and it really wows all the clients that we’ve shown it to.
“It’s easy to use, it’s intuitive, it’s fully integrated. The client deliverables are polished and professional, and it really wows all the clients that we’ve shown it to.”
I’ve been able to see an enormous peace of mind from the client’s perspective, reviewing documents, highlighting the key provisions, summarizing and consolidating that into a report and flowchart would take weeks. I can do that now in hours, and that is a game changer for us.
I see the future of Wealth.com playing a bigger and bigger role in enabling advisors to deliver that service efficiently and succinctly to clients. And you really just can’t put a price tag on that.
