Add a New Revenue Stream to Your Practice
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- Unlock a New Revenue Stream with Legacy Planning Lunch
Unlock a New Revenue Stream with Legacy Planning Lunch
Advisor's Edge
Imagine adding a new, sustainable revenue stream to your financial advisory practice. Stan Miller’s Legacy Planning system is designed to do just that. Yes, it’s compliance friendly, and yes, you can even charge clients for it (unlike estate planning legal documents you should be a lawyer to draft). In addition to being a best-selling author and nationally recognized estate attorney, Stan was one of the co-founders of Wealth Counsel, the largest estate planning software used by estate planning attorneys nationwide. Join Stan and myself in this exclusive webinar to discover how you can seamlessly integrate this system into your practice, enhancing your offerings and boosting your bottom line. 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: Monday, November 18th Time: 12:30PM-2PM Eastern Time Place: Zoom Register Here Looking forward to having you, |
Your Advisor's Edge Team |