Leveraging Estate Planning in Your Marketing Practices

November 28, 2023, 1:00 pm EST

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 leverage EncorEstate Plans and White Glove as a powerful relationship maximizer within your business. You’ll not only walk away with our top strategies on the topic, but you’ll also gain clear answers to the following questions: Why should advisors be talking about Estate Planning to begin with? What gap are we filling? How can leading with estate planning supercharge my marketing?

Meet the Speakers

Matt Morris