Blaine Malcolm, Partner and Wealth Manager at Merit Financial Advisors, had spent years watching estate planning stall. Clients knew they needed documents, but never got them done. With Wealth.com, what once took multiple meetings and hours of conversation now happens in a single ninety-minute session. More importantly, Blaine found an unexpected growth lever: by helping clients gift estate planning to their adult children, he’s now building relationships with the next generation before the wealth transfer happens — and earning calls on Christmas Day to prove it.
How Merit Financial Advisors Turned Estate Planning Into a Multigenerational Growth Strategy
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