“Show, don’t tell,” is classic storytelling advice, but it also has deep applications for delivering a more impactful client experience. Visualizations offer clarity, identify unmet needs and open the door for deeper conversations about financial goals. Listen in to hear:
- How to turn visual summaries into a competitive advantage.
- Strategies for leveraging Asset-Map’s insights to uncover estate planning needs.
- Ways you can identify more holistic wealth planning gaps using EncorEstate Plans.
- How the platforms work together to help advisors capitalize on opportunities with both existing clients and prospects.
- Plus, here is a resource from our guest contributor, Eric Negron, that includes his pricing guide, intake form, and iphone legacy contact guide.