Posts by Ian Stuart
Death & 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:…
Read MoreEncorEstate 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…
Read MoreOur 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…
Read MoreEncorEstate 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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