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Streamlining Estate Planning: Insights from Adam Sommers on Enhancing Client Experience

Episode Description: In this episode, Adam Sommers shares a comprehensive look at his workflow for guiding clients through estate planning using the Encore system. He walks us through the initial steps, from sending out an introductory document to setting up the first meeting, and discusses how important it is to address sensitive topics like end-of-life care. Adam also explains how his team assists clients in navigating the estate planning process, including reviewing and signing documents, updating beneficiaries, and even accompanying them to the bank.

 

As the conversation unfolds, Adam highlights the importance of personal touches, such as providing a detailed binder with color-coded tabs, and the use of multiple vaults for document storage. Adam envisions a future where AI plays a crucial role in scaling advisory services and improving client retention.

 

Listeners will gain valuable insights into how to make estate planning a more engaging and efficient process, deepening client relationships and ensuring no detail is overlooked.

 

Key Takeaways:

  • Introductory Documents: Setting the stage for estate planning by asking clients critical questions about their future.

  • Client Meetings: Utilizing the Encore system to gather information, review documents, and ensure all details are addressed.

  • Document Handling: The importance of a well-organized binder with personal touches like a tangible personal property list.

  • AI in Financial Planning: Adam’s vision of integrating AI into financial planning to identify gaps and prompt necessary actions.

  • Follow-Up: The significance of follow-up meetings to ensure clients complete essential tasks like renaming accounts or updating beneficiaries.



Resources Mentioned:

  • EncorEstate Plans
  • RightCapital for Document Vaults
  • Everplans for Legacy Planning
  • Encore Knowledge Base for Video Signing Process

Find out more about Adam and his firm at https://sommersfinancial.com


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