Why Gateway Financial Partners Calls Wealth.com the Best Piece of Technology to Enhance the Client Experience

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 while reaching the next generation of assets behind the money. The stakes became real for one advisor a month ago: she helped a client complete a durable power of attorney through Wealth.com, and twenty-four hours later, that client passed away. For David, it’s the clearest proof of why he calls it one of the best pieces of technology in the industry, not just for the client experience today, but for capturing the next generation of assets tomorrow.