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

Vanilla

Connected Financial & Estate Planning: Deliver Holistic Client Outcomes