How Top Advisors Deliver Estate Planning at Scale
Upcoming Webinar
Join us virtually: October 29 | 11 AM PT | 2 PM ET
Join Wealth.com’s Sr. Customer Success Manager, Erin Kirkwood, as she hosts a live conversation with two leaders from financial advisory firm, Provista Wealth Advisors: Josh Paddock, CEPA®, Partner and Director of Financial Planning, and Clarke Smith, CFP®, CEPA, Partner and Managing Director.
In this exclusive session, they will share how they integrate Wealth.com into their client experience to make estate planning a seamless part of their advisory process. Hear how their team uses the platform to deepen relationships, increase operational efficiency, and create a consistent, compliant estate planning experience across the firm.
What You’ll Learn:
- How top advisors use Wealth.com to integrate estate planning into their workflow
- Practical strategies for introducing estate planning in client meetings
- How the platform strengthens retention and enhances client value
- Insights from advisors successfully scaling estate planning within a modern RIA
Who Should Attend
Advisors, operations leaders, and firm owners who want to see how Wealth.com fits into a growing advisory practice.
Save your seat today.
Josh is the Partner & Director of Financial Planning at Provista Wealth Advisors. From pitching balls to calling strikes (the investment kind), Josh spent the early part of his career as a pitcher for the Philadelphia Phillies. But his magnetic personality and genuine desire to serve people lead him to pursue his second passion: helping people make the best use of their money to accomplish their goals. Having graduated with a degree in financial management and international business, Josh began his second career on a banking team as a financial advisor alongside Derek and Jason. Over the years, their camaraderie grew, and they decided, with Clarke, to join forces in co-founding Provista.
Josh and his wife Amy are proud to call Greenville home and enjoy playing baseball, basketball, and golf while active in their church ministry with their three children Charlotte, Piper, and Noah.
Clark is the Partner & Managing Director at Provista Wealth Advisors. If you ask Clarke about his passions he would say people (including his wife, Shea, and two daughters, Savannah and Madeline), non-profits (including volunteering at his church), and the outdoors - specifically hiking the Appalachian Trail. Much like the goals individuals have with their finances, for Clarke hiking the Appalachian Trail was a pinnacle he has wanted to achieve since college. Like he advises his clients, he is currently working away at that goal, one mile at a time, alongside some of his best friends from college.
Before joining the team to co-found Provista, Clarke began his career with Ameriprise, then worked for Axa Advisors, and Principal Financial Group before ending up on the relationship banking side of a large, commercial bank. His love for helping people find their purpose to make the most impact with their money connected him with Derek, Jason, and Josh and the rest was history. Today, Clarke focuses on the relationships Provista has with its clients and within each relationship, coming alongside to help individuals and families identify their goals and achieve them, one step at a time.
Trusted Estate Planning Solution for the Industry’s Leading Firms
