To request a no-cost zoom estate planning design meeting: [ Ссылка ]
Our national estate planning law firm website: [ Ссылка ]
If you're a financial advisor who wants to enhance existing client relationships and secure future clients through your participation in helping your clients safeguard their legacy, click here to set up a 30-minute zoom meeting with estate planning attorney Paul Rabalais to discuss the win-win-win merits of an alliance between the wealth manager and our estate planning law firm which serves clients nationally: [ Ссылка ]
00:00 The Wealth Manager's Role in the Estate Planning Process
2:00 Why Address the Financial Advisor's Role in Estate Planning
4:37 Mistakes That Occur
10:52 Role of Estate Planning Attorney
11:30 The Lifetime Value of a Client to a Financial Advisor
13:08 Opportunities When Financial Advisor Participates in Estate Planning
14:08 When the Financial Advisor Engages the Right Way in Clients' Estate Planning
26:58 Chat and Summary
