The Financial Advisor's Estate Planning Desk Reference: How to deepen your relationships with your clients, provide even better service to them, and increase their whole family’s loyalty towards you

by Daniel E. McKenzie Esq

Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients’ estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.

88 pages, Paperback

Published July 3, 2019

Reviews

[Dan McGrath · Rating 5 out of 5]

This is a must read. If you are in Financial planning, get your copy today! It is a must have!