How to Leverage Estate Planning as a Growth Engine and Enhance Client Engagement

On-Deman Webinar

Join us for an online event designed for Focus Financial Advisors to learn about Wealth.com.

In this session, you’ll see how Wealth.com makes estate planning easier to deliver, easier to scale, and easier to integrate into the client experience. From simplifying complex workflows to unlocking more meaningful client conversations, Wealth.com helps advisors bring modern estate planning into the center of their practice with confidence and consistency.

What You’ll Learn

How Wealth.com elevates the advisor-client experience: Use estate planning as a value-add that deepens relationships and strengthens trust.
How top advisors are modernizing estate planning: See real-world examples of how firms are using Wealth.com to streamline planning conversations and create new client value.
A live walkthrough of the platform: Explore key features that help advisors collaborate seamlessly with clients and their legal teams, while delivering high-quality outcomes at scale.

Catch the replay now.