--- title: Listen to Joel Top from PlanWiser Financial | The Advisor's Guide to Estate Planning Podcast | EncorEstate Plans Blog description: Boost Your Client Services with Joel Top's Estate Planning Approach! This episode dives into how financial advisor Joel Top is expanding his service offerings to include affordable estate planning. Previously a physics teacher, Joel left the traditional firm model to provide a more holistic experience for his clients. --- [![EncorEstate Plans](https://blog.encorestateplans.com/hubfs/raw_assets/public/encore-blog/images/logo.svg)](https://www.encorestateplans.com) [About](https://www.encorestateplans.com/about) [Product](https://www.encorestateplans.com/#features) [Pricing](https://www.encorestateplans.com/pricing) Resources [ROI Calculator Calculate your estate planning savings](https://www.encorestateplans.com/roi-calculator) [Customer Stories See how advisors succeed with Encore](https://www.encorestateplans.com/customer-stories) [Contact Sales Get in touch with our team](https://www.encorestateplans.com/contact) [Podcast Listen to estate planning insights](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) [Blog Latest articles and news](https://blog.encorestateplans.com/) [Sign In](https://app.encorestateplans.com/login) [Book a Conversation](https://encorestateplans.com/demo) Menu [About](https://www.encorestateplans.com/about) [Product](https://www.encorestateplans.com/#features) [Pricing](https://www.encorestateplans.com/pricing) Resources [ROI Calculator](https://www.encorestateplans.com/roi-calculator) [Customer Stories](https://www.encorestateplans.com/customer-stories) [Contact Sales](https://www.encorestateplans.com/contact) [Podcast](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) [Blog](https://blog.encorestateplans.com/) [Book a Conversation](https://encorestateplans.com/demo) [Get Your Free Account](https://app.encorestateplans.com/signup) [Already have an account? Sign in](https://app.encorestateplans.com/login) [Podcast](https://blog.encorestateplans.com/tag/podcast) # Listen to Joel Top from PlanWiser Financial | The Advisor's Guide to Estate Planning Podcast Ian Stuart June 20, 2024 2 min read ## Contents Boost Your Client Services with Joel Top's Estate Planning Approach! This episode dives into how financial advisor [Joel Top](https://planwiser.com/about-us/financial-team) is expanding his service offerings to include affordable estate planning. Previously a physics teacher, Joel left the traditional firm model to provide a more holistic experience for his clients. In this episode we discuss: - Leveraging Encore software to streamline the estate planning process. - Building a collaborative team with accountants and IT specialists for comprehensive client care. - Structuring tiered service plans to cater to diverse client needs, from basic wills to complex trusts. - Partnering with custodians and banks to facilitate trust funding. Joel also addresses the common client challenge of procrastination and offers strategies to help advisors navigate these conversations. Tune in for actionable insights on how to add estate planning to your client service toolbox and gain a competitive edge.     Ian Stuart ### Book a Conversation See how EncorEstate can help your firm add estate planning services. [Schedule a Demo](https://encorestateplans.com/demo) ### Stay Updated Get the latest estate planning insights delivered to your inbox. Subscribe ## Keep Learning [![Why Eric Negron and Forefront chose EncorEstate Plans for their clients' estate planning needs](https://blog.encorestateplans.com/hubfs/Eric%20Negron%20Forefront%20Encore%20Case%20Study%20Featured%20Image.jpg)](https://blog.encorestateplans.com/how-to-uncover-more-assets-aum-estate-planning-eric-negron) Podcast ### [How to Uncover $40M in AUM through Estate Planning (w/ Eric Negron of Forefront Wealth Advisors)](https://blog.encorestateplans.com/how-to-uncover-more-assets-aum-estate-planning-eric-negron) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · May 02, 2025 [![](https://blog.encorestateplans.com/hubfs/Screenshot%202024-02-29%20at%204.33.48%20PM.png)](https://blog.encorestateplans.com/how-to-get-more-revenue-estate-planning-tushar-kumar) Podcast ### [How to Generate $200,000 in Revenue from Estate Planning (w/ Tushar Kumar of Twin Peaks Advisors)](https://blog.encorestateplans.com/how-to-get-more-revenue-estate-planning-tushar-kumar) Ian Stuart · May 02, 2025 [![Learn how to get referrals from estate planning and build another revenue stream for your advisory firm](https://blog.encorestateplans.com/hubfs/How%20to%20Get%20Referrals%20from%20Estate%20Planning.jpg)](https://blog.encorestateplans.com/how-to-get-more-referrals-estate-planning-yohance-harrison) Podcast ### [How to Get Referrals from Estate Planning (w/ Yohance Harrison of Money Script Wealth Management)](https://blog.encorestateplans.com/how-to-get-more-referrals-estate-planning-yohance-harrison) Ian Stuart · May 02, 2025 [![EncorEstate Plans](https://blog.encorestateplans.com/hubfs/raw_assets/public/encore-blog/images/logo-light.svg)](https://www.encorestateplans.com) Estate planning software and deed filing service for financial advisors. 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