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…

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Estate 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!

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Asset 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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EncorEstate Plans Wins Again: The Kitces AdvisorTech Study

“Winning” for Encore isn’t about market share or about social followers. It is all about advisor satisfaction with our technology and service. “Winning” for Encore isn’t about market share or about social followers.  It is all about advisor satisfaction with our technology and service.   So when Michael Kitces AdvisorTech Study shows that advisors give Encore…

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Our Commitment to Advisors

Too many estate planning solutions in the marketplace are direct competitors to the trusted advisor. At Encore, we are committed to the trusted financial advisor and planner. We wanted to make it very clear to you where we stand.   At Encore, we will: Never Position our technology and service as a direct to consumer…

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EncorEstate Plans Named One of the Top Startups by StartupBubble.news

We are thrilled to announce that EncorEstate Plans has been named one of the top startups by StartupBubble.news! 🎉 This recognition is a testament to the hard work and dedication of our team, and we are honored to be included on this prestigious list.   About StartupBubble.news: StartupBubble.news is the leading platform for discovering the…

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