Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]

The Perfect RIA

コンテンツは Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

3M ago 25:38

MP3•エピソードのホーム

In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their practice through estate planning. Matt and Danny dive into estate planning as a crucial yet often overlooked area where financial advisors can provide immense value to their clients. They discuss how Wealth.com's cutting-edge technology is simplifying the complex world of estate planning, making it more accessible and efficient for both advisors and clients.

Throughout the conversation, you’ll hear inspiring accounts of financial advisors who have successfully integrated estate planning into their services, enhancing client relationships and boosting their bottom line.

Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]

Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Danny Lohrfink: Website | LinkedIn

741 つのエピソード