How Gateway Financial Partners Turned Estate Planning Into a Built-In Differentiator

Derek Mazzarella, CFP at Gateway Financial Partners, kept hitting the same wall: clients referred out for a will would put it off indefinitely. With Wealth.com, that referral becomes a scheduled meeting he manages start to finish, so nothing falls through the cracks. Keeping the process in-house also means Derek stays in every conversation — what clients are really worried about, how they want assets passed on, who matters most to them — visibility he’d lose by handing clients off to an outside attorney. In an industry facing constant fee compression, that’s become a real differentiator, backed by a chatbot that gets him quick answers instead of hold time on an 800 number. The result: clients who’d put off an estate plan for years are finally getting it done.