Transcript:
I’m Matt Gottshall. I’m a financial advisor here at Balance Wealth Group, and I’ve been in the industry now for about 10 years. If you include my internships with the team. And I’ve been on htis team the entire time. We have this vision of being a one stop shop for people.
One of the biggest headaches and painpoints that we were having was we would give clients a list of action items after a meeting. It’d be four or five, sometimes less things. And one thing that was consistently not getting done was, getting thier estate planning documents created.
We are defining our success as being financial advisors. How do we empower action, the best that we can with our clients? And to us, it was trying to figure out how to bring estate planning in house. Wealth.com in particular has made a just an, an enormous impact on ourselves and our busienss and really the service that we’re able to provide to our clients.
The amount of doors and conversations that it has opened, the amount of trust that it has built from current and new prospective clients about the fact that we are gonna facilitate this entire process. It’s a big responsibility that we’re taking on to say that’s something that we do and help implement. But if you do it and you can integrate it into your systems and do it effectively, it is an invaluable tool to have because that is what people are looking for.
“It is an invaluable tool to have because that is what people are looking for.”
You’re already talking to them about estate planning in depth anyway. Why not bring them a solution that will allow them to get their documents done very easily at a very low or reasonable cost with your firm. It’s the ability not only to help people on the financial planning side, but also be able to help them on the estate planning side, and not just always refer them out, but be able to actually empower action with people and integrate that service into your model, and be able to do everything in one place.
And there are firms like ourselves that are doing it right now. There’s gonna be plenty more that are doing it in the future. And I think that in order to stay ahead in the financial planning industry and not get left behind, you have to be doing something like integrating a Wealth.com and providing that service to your clients.
“I think that in order to stay ahead in the financial planning industry and not get left behind, you have to be doing something like integrating Wealth.com.”
