Transcript:
I’m Domenick D’Andrea of DanDarah Wealth Management. I’ve been a practicing financial advisor for just about 31 years. And we’ve added Wealth.com to our platform of financial services.
“It’s been an extreme game changer for both our clients and prospective clients.”
We’ve had nothing but phenomenal responses from all of our clients and prospective clients when we tell them that we can now offer this for them. Having estate planning in our platform, we can truly do a full, complete job from start to finish.
I’ve started them saving, I’ve helped them live through their retirement, and now I can help the legacy move on with having Wealth.com as basically our finishing product. The only thing I’ve gotten from clients is, “I wish you would have called me sooner because I just did one and it cost me more than what you’re able to help them with.” Everybody that we’ve talked to says, “Yeah, I want to do it. Let me just figure out my situation. Let me get everything together for you.”
Wealth.com is intuitive. We’re just walking the clients through it. So we’re not the lawyer. We’re helping them facilitate the plan. It was a perfect marriage for us to add this to our deck of services. After you go through a couple cases, it’s very simple. It’s just learning how to explain to the client what we’re offering and set them up and walk them through the process. They thought it was going to be complicated. They didn’t want to deal with it because they just figured a lawyer was going to make it all legalese. This is all user friendly.
I definitely believe having these services is only going to enhance relationships, only going to enhance their trust, because we’re bringing something different to the table.
“I’ve done a lot of research and there’s a large percentage of people that want advisors that can do this. I believe it’s truly going to come down to the haves and the have-nots.”
If you have this in your plan, it’s gonna be the differentiator why we’re chosen over another particular advisor that they, that might be being interviewed because we can do something different that the other advisor isn’t utilizing.
