EncorEstate Plans is proud to sponsor #T32024! Join us at Booth 137 from January 22-25, 2024, in Las Vegas, NV. We invite you to stop by and meet our team, explore exciting possibilities, and connect with us! See you there!
@zachmelloh26 Great post! How do you get your clients over the hump to get this important piece in place? Do you present your EP organizer to a local atty? Sounds like you quarterback things, which is great!
@samuelsdeane 1 seems high, but love it. 2 is amazing - you must have a great, repeatable process in place. Love seeing more and more financial planners seeing the benefit of taking the reins on estate planning!
We are excited to announce that and former
@Riskalyze Founder and Chief Technology Officer
@mattpistone has joined our
team!!! We have a game changing roadmap for advisors serving their clients with estate planning! https://t.co/OkdP9Ju6gf
I'm excited to announce that my long time friend and former @Riskalyze Founder and Chief Technology Officer @mattpistone has joined the @encorestateplan team!!! We have a game changing roadmap for advisors serving their clients with estate planning! https://t.co/SfogCkyVtY
The 2023 T3/Inside Information Software Survey is now available! Thanks @BobVeres and Joel Bruckenstein for spending time on the Estate Planning category from stage. Excited to help it grow in advisor adoption!
https://t.co/JPce6Znriu
@DasarteYarnway @YarnwayWealth Always enjoy the time with you! Love to see the roots you have planted and can’t wait for what is to come for you, your family, and the people you help!