--- title: EncorEstate Plans Blog - Estate Planning Insights for Advisors description: Estate planning technology insights, firm growth strategies, and industry news for financial advisors. --- [![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) # Blog Estate planning technology insights, firm growth strategies, and industry news. [![EncorEstate Plans and Financially Empowered teach you how to better retain your female clients through estate planning](https://blog.encorestateplans.com/hubfs/How%20To%20Better%20Retain%20Female%20Clients%20and%20Grow%20Your%20Advisory%20Business%20-%20Financially%20Empowered%20EncorEstate%20Plans%20Workshop%20Takeaways.jpg)](https://blog.encorestateplans.com/how-to-better-retain-female-clients-grow-your-ria) [Webinar](https://blog.encorestateplans.com/tag/webinar) ### [How to Better Retain Female Clients and Grow Your RIA: 2025 Guide with Linda Sherman of Financially Empowered](https://blog.encorestateplans.com/how-to-better-retain-female-clients-grow-your-ria) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · August 05, 2025 [![EncorEstate Plans and Money Quotient teach you how to get your clients to stop procrastinating on their estate plans.](https://blog.encorestateplans.com/hubfs/Money%20Quotient%20EncorEstate%20Plans%20Webinar%20Webinar%20Takeaways%20Featured%20Image.jpg)](https://blog.encorestateplans.com/how-to-get-clients-stop-procrastinating-estate-plan) [Webinar](https://blog.encorestateplans.com/tag/webinar) ### [How To Get Clients to Stop Procrastinating on Estate Plans: 2025 Guide with Derek Hagen of Money Quotient](https://blog.encorestateplans.com/how-to-get-clients-stop-procrastinating-estate-plan) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · May 30, 2025 [![In this EncorEstate Plans webinar, Eric Negron of Forefront Wealth Partners shares his system for deepening client relationships in choppy markets.](https://blog.encorestateplans.com/hubfs/Asset-Map%20Eric%20Negron%20Legacy%20Letter%20Webinar%20Takeaways%20Featured%20Image.jpg)](https://blog.encorestateplans.com/how-to-deepen-trust-grow-revenue-choppy-markets) [Webinar](https://blog.encorestateplans.com/tag/webinar) ### [How to Deepen Trust and Grow Your Revenue in Choppy Markets (w/ Eric Negron of Forefront Wealth Partners)](https://blog.encorestateplans.com/how-to-deepen-trust-grow-revenue-choppy-markets) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · May 19, 2025 [![In this webinar with EncorEstate Plans, Mark Seither of Kingsview Partners shares his tips and insights for how he leverages AI note-taking to expand his service offerings.](https://blog.encorestateplans.com/hubfs/Mark%20Seither%20AI%20Note-Taking%20Webinar%20Takeaways%20Featured%20Image.jpg)](https://blog.encorestateplans.com/jump-ai-note-taking-estate-planning) [Webinar](https://blog.encorestateplans.com/tag/webinar) ### [How AI Note-taking Can Help You Uncover More Assets and Expand Your Practice Into New Service Lines (w/ Mark Seither of Kingsview Partners)](https://blog.encorestateplans.com/jump-ai-note-taking-estate-planning) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · April 02, 2025 [![In this webinar with EncorEstate Plans, Daniel Kopp of Wise Stewardship Financial Planning shares his tips and insights for how he integrated estate planning into his financial planning process.](https://blog.encorestateplans.com/hubfs/Daniel%20Kopp%20Integrating%20Estate%20Planning%20Webinar%20Takeaways%20Featured%20Image.jpg)](https://blog.encorestateplans.com/integrate-estate-planning-financial-planning-process) [Webinar](https://blog.encorestateplans.com/tag/webinar) ### [How To Integrate Estate Planning Into Your Financial Planning Process (w/ Daniel Kopp of Wise Stewardship Financial Planning)](https://blog.encorestateplans.com/integrate-estate-planning-financial-planning-process) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · March 04, 2025 [![In this webinar with EncorEstate Plans, Jason Barber of Holistic Planning shares his tips for how his firm achieved exponential growth in two years through tax and estate planning.](https://blog.encorestateplans.com/hubfs/Jason%20Barber%20Exponential%20Growth%20Tax%20Estate%20Planning%20Webinar%20Takeaways%20Featured%20Image.jpg)](https://blog.encorestateplans.com/exponential-growth-estate-planning-tax-planning) [Webinar](https://blog.encorestateplans.com/tag/webinar) ### [How Your Firm Can Get Exponential Growth through Tax and Estate Planning (w/ Jason Barber of Holistic Planning and Uptick Partners)](https://blog.encorestateplans.com/exponential-growth-estate-planning-tax-planning) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · February 26, 2025 Watch & Learn ## Latest Webinar Replays Insights from top advisors on leveraging estate planning for firm growth. 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