Build a relationship with your client based on trust
Closer client ties
Clients put a lot of trust in their Financial Planners. Having the tools to deliver comprehensive estate planning solutions that direct and protect your client’s wealth enables you to develop a level of trust that would otherwise not have been possible.
By successfully helping your client protect their assets for their loved ones, the likelihood of you retaining these clients increases and can lead to you receiving good quality referrals as your clients are more likely to recommend you to family and friends.