Wealth.com and Concurrent are partnering to bring integrated estate planning directly into your practice and turn it into a meaningful new revenue stream. Join Becky from Wealth.com and Shikha from Concurrent for a walkthrough of what this partnership means for your firm. We’ll cover your license options, demo the platform in action, and dig into the strategies advisors are using to drive adoption and monetize this offering with clients.
What you’ll get:
- A breakdown of the Wealth.com x Concurrent partnership and available license options
- A live platform demo
- Strategies for rolling this out with clients
- How to turn estate planning into a new revenue stream for your firm
Save your spot today.
