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.
How Gateway Financial Partners Turned Estate Planning Into a Built-In Differentiator
David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners, saw a gap the industry doesn’t talk about enough: referrals to estate planning attorneys mostly go out the door and never come back. As an early adopter of Wealth.com, David found a way to close that gap, using it to enhance the client experience […]
Andrew Aubrey, Financial Advisor at Gateway Financial Partners, kept hearing the same answer when he asked clients about wills and trusts: no, because an attorney costs thousands of dollars and takes forever. With Wealth.com, that objection disappears. A husband and wife with zero estate documents sat down with Andrew at 6pm and had everything done […]
Mike Rickett, Financial Advisor and Financial Planner at Gateway Financial Partners, kept running into the same gap: most clients either had no estate planning documents or documents that were years out of date. With Wealth.com, that gap closes inside the financial planning process itself — a single guided onboarding workflow that captures each client’s objectives […]