How to Create Stickiness as an Advisor, for the Post-Death of Clients

In this episode, Anne Rhodes flips the script and interviews co-host Thomas Kopelman about how he actually uses Wealth.com in his financial planning practice. Thomas walks through his end-to-end process—from using Esther to review and summarize existing estate plans, to guiding clients through document completion, mobile notarization, and trust funding. The post How to Create Stickiness as an Advisor, for the Post-Death of Clients appeared first on Wealth.com .