--- title: "The Advisors Guide to Estate Planning | Abandon the Asset Chase: Build Trust & Client Peace with Financial Planning | EncorEstate Plans Blog" description: "In this episode, we look at breaking the mold of traditional financial advising. We're moving beyond the chase for assets and diving into building trust with a client-centered, four-pillar approach.\nOur discussion with Eric Bishoff CFP® President and CEO of Bishoff Financial Group covers how to craft comprehensive financial plans that encompass budgeting, taxes, estate planning, and, of course, smart investment strategies.\nWe unveil the secrets to building a successful financial planning business where everyone - not just the high net worth - gains access to the tools they need for financial security.\nNew advisor or seasoned pro, this podcast episode equips you with the systems and strategies to take your practice to the next level.\nEric brings a fun, laid back vibe to our conversation so grab your favorite snack and let’s dive in!" --- [![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) # The Advisors Guide to Estate Planning | Abandon the Asset Chase: Build Trust & Client Peace with Financial Planning Ian Stuart May 29, 2024 1 min read ## Contents In this episode, we look at breaking the mold of traditional financial advising. We're moving beyond the chase for assets and diving into building trust with a client-centered, four-pillar approach. Our discussion with Eric Bishoff CFP® President and CEO of Bishoff Financial Group covers how to craft comprehensive financial plans that encompass budgeting, taxes, estate planning, and, of course, smart investment strategies. We unveil the secrets to building a successful financial planning business where everyone - not just the high net worth - gains access to the tools they need for financial security. New advisor or seasoned pro, this podcast episode equips you with the systems and strategies to take your practice to the next level. Eric brings a fun, laid back vibe to our conversation so grab your favorite snack and let’s dive in!   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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