Clients come to you for expertly crafted estate plans covering all the eventualities, but what happens after they leave your office?
Without a solid financial plan, it’s easy for even the best estate planning efforts to be thwarted. What good is a great estate plan if the money is not there when it’s needed?
As an estate planning attorney, you focus your practice on two things: building lifetime relationships with your clients and crafting estate plans that meet each client’s specific needs.
If your goal is to have a long-term relationship with your clients and to help protect them from the problems of life, helping your clients with financial planning is the next step toward accomplishing your goal.
The Full-Spectrum Estate Planner: Why Your Clients Need Financial Services shows you how Academy attorneys have successfully added a financial services business to their practices. You’ll see what the process looks like in action, including:
- Why you should stick to what you do best – and partner with a financial services professional
- Tips for structuring your financial services business
- What to look for in a financial services partner
- When and how to inform your clients of you’re the opportunity to work with your financial services partner
Financial services can be a win-win for you and your clients. Let us show you how. Request this free report by emailing us at info@aaepa.com.
