Leveraging Wealth.com, Workflows, Processes, and Delegation for Busy Advisory Firms
Upcoming Webinar
Date & Time: March 5 at 10 am PT | 1 pm ET
Estate planning is often the most important and most overwhelming part of a financial plan. For many advisory firms, it happens in an ad hoc or reactive way that doesn’t scale.
In this session, you’ll learn from a top advisor how to bring massive value and impact to more clients in a scalable way using Wealth.com. We’ll walk through how to design an estate planning experience that feels clear and empowering for clients, while also being efficient, repeatable, and team-friendly behind the scenes.
You’ll see how to:
- Build streamlined workflows that guide estate planning from discovery through implementation
- Structure client meetings so estate conversations are less intimidating and more engaging for clients
- Use Wealth.com, processes, and checklists to create consistency across advisors, paraplanners, and operations
- Delegate the right tasks to support team members so advisors can stay focused on high-value conversations
- Integrate estate planning into your ongoing service model, rather than treating it as a one-time project
Whether you’re just getting started with Wealth.com or you’re ready to level-up your current approach, you’ll leave with practical templates, talking points, and workflow ideas you can apply immediately to better serve more clients… without burning out your team.
Reserve your seat today.
Trusted Estate Planning Solution for the Industry’s Leading Firms
