Wednesday - Build Stronger Relationships with Estate Attorneys
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- Partner with Estate Attorneys for Mutual Success
Partner with Estate Attorneys for Mutual Success
Advisor's Edge
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Success in financial advising often comes from strong partnerships.
Stan Miller’s Legacy Planning system not only enhances your service offerings but also helps you build powerful, mutually beneficial relationships with estate attorneys. In this virtual lunch and learn, Stan and I will show you how to create partnerships that bring in more clients and cases, adding value to both your practice and the attorneys you collaborate with. We will even show you how to get estate attorneys to send out materials that promote your practice to their clients every single week! We will even deliver lunch to your door during the event if you are one of the first 30 financial advisors to register. Register Now for the lunch and learn Date: Wednesday, September 18th Time: 1PM-2:30PM Eastern Time Place: Zoom Register Here |
Your Advisor's Edge Team |