Posts by Ian Stuart
Mastering the Art of Hard Conversations
Bringing estate and legacy planning into your client conversations can be challenging – especially without the right tools in hand. Join Matt Morris, EncorEstate Plans CEO, and Joy Lere, Co-Founder of Shaping Wealth, to hear about the two superpowers that advisors can hone for greater success.
Read MoreRevolutionizing Customer Support: How EncoreEstate Plans Sets the Bar at 44 Minutes
In today’s fast-paced digital landscape, exceptional customer support is no longer a luxury but a necessity for businesses looking to thrive. With the recent upgrade of our Customer Support software, we at EncoreEstate Plans are thrilled to share some groundbreaking metrics that underscore our commitment to unparalleled service. Imagine this: the average Customer Support ticket…
Read MoreEncore CEO on Wealth Management TV
WealthManagement.com interviews Encore CEO Matt Morris at the T3 advisor technology conference and discusses the effect the broken estate planning client experience has personally had on his family, and why Encore was created to empower the trusted advisor to fix this broken experience for their clients. Click here to read it for yourself!
Read MoreGrief Literacy with Kathi Balasek
How to Solidify Trust with Clients Through Grief Literacy for Advisors: Have you ever struggled with what to say to a client after they faced a loss? Or have you caught yourself with your foot in your mouth after saying the wrong thing? This is the webinar for you! Learn what to say and not…
Read MoreDeath & Taxes: Getting Beneficiary Designations Right on Qualified and Non-Qualified Accounts
From Sales Funnel to “Guidance Funnel” with fpPathfinder + EncorEstate Plans
Leveraging Estate Planning in Your Marketing Practices
Join EncorEstate Plans and White Glove on a discussion around how to maximize your marketing efforts utilizing estate planning services. At the heart of every great client relationship lies the value you bring as an advisor, and we believe there is profound value in supporting someone’s legacy. In this webinar, you will learn how to…
Read MoreEstate Planning for the Mass Affluent
This is a free continuing education webinar for CFPs where we’ll talk about the differences between wills and trusts, asset titling, beneficiary designations, effective use of trust-based estate planning, and much more! We will equip you with all of the education you need to start helping your clients bridge this gap!
Read MoreWhy Tax Planning Advisors Should Offer Estate Planning
For advisors who are already offering tax planning, learn how you can start offering estate planning services to your clients and empower your family based offering.
Read MoreAsset Retention via Great Planning
As professionals, we strive to provide excellent client experiences. No one’s process is perfect. You may realize you need a better appointment scheduling system, better materials or tools in the planning process, or more refined strategies for referrals afterward. Be sure you’re not overlooking this piece of the puzzle, planning for Generational Client Retention:…
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