Hosts Anne Rhodes and Thomas Kopelman discuss how advisors can help their clients manage and reduce fees related to estate plans. The conversation highlights that, often, the biggest assistance and advisor can provide is to prepare their clients ahead of meeting an estate planner while also helping set expectations. While this can help streamline their time with an estate planner, they stress that quality is always paramount.
Information
- Show
- FrequencyUpdated Biweekly
- PublishedApril 16, 2024 at 10:00 AM UTC
- Length16 min
- Season1
- Episode14
- RatingClean