Financial advisors have a huge opportunity to provide estate planning services to their clients. That's why we're building wealth.com to give both advisors and their clients the best digital solution to manage estate plans. Thank you to Wealth Management EDGE for inviting our Chief Product Officer and Co-Founder Danny Lohrfink to share how advisors can bridge the expectation gap. Watch the conversation below 👇
📢 Did you know that 93% of clients expect their financial advisor to provide estate planning guidance? 🏦💼 However, a recent study by the Spectrum Group reveals that only 22% of clients feel their needs are being adequately met. It's time for advisors to bridge the gap and exceed client expectations! Listen in as Danny Lohrfink explores this: http://spr.ly/6049lRJPN #EstatePlanning #FinancialAdvisor #ClientExpectations