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"Connected Financial & Estate Planning: Deliver Holistic Client Outcomes"

Explore why integrating financial and estate planning is essential in today’s client-centric landscape. You’ll learn about the benefits for you and your clients, trends shaping the space, and also get real-world workflows for seamless planning.

Financial and estate planning have traditionally operated separately, yet clients increasingly expect a unified approach. This separation is no longer viable or competitive for financial advisors. In fact, a recent survey found 40% of clients would switch to a new advisor who offers estate planning services. 

This white paper explores why integrating these services is crucial for delivering superior client outcomes and driving growth. Download now and learn how to:

• Gain a competitive edge through holistic wealth management
• Leverage technology to efficiently integrate estate planning
• Deepen client trust and improve retention rates
• Identify new AUM and revenue opportunities
• Future-proof your practice for intergenerational wealth transfer

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