Wealth.com Walkthrough: Discover the Future of Estate Planning Technology
Dive into the industry’s leading estate planning software for financial advisors and firms. Learn how to turn estate planning into a relationship builder, revenue generator, and retention tool, all from one seamless platform.
In this video, Wealth.com Co-Founder and Chief Product Officer Danny Lohrfink will share actionable strategies and insights on operationalizing Wealth.com’s industry-leading estate planning platform. You’ll leave with practical steps to enhance client engagement, streamline workflows, and drive long-term growth.
What You’ll Learn:
- Learn how to seamlessly integrate Wealth.com into your wealth management practice.
- Maximize the value AI-powered estate planning delivers for your clients and your business.
- Live Platform Demo: See Wealth.com in action, including our most popular features and tips for driving adoption with your clients.
Who Should Watch:
Financial advisors who want to deepen client relationships, stand out with differentiated services, and capture new business opportunities through modern estate planning.
Trusted Estate Planning Solution for the Industry’s Leading Firms
