Coffee Break with C2P: Using the Family Estate Organizer to Win Over & Retain Advisory Clients

Are you looking for a tool that wows clients, keeps their estate plan organized, helps increase your closing ratio, and makes transitioning them to a new advisor in your firm seamless? The Family Estate Organizer — a key part of the Bucket Plan® process — has helped advisors nationwide, including Bryan Bibbo, AIF®, NSSA, BPC, Partner at the JL Smith Group; and Dean Thurman, Founding Partner of InvestWise Financial and White Glove. Tune in to find out how the Family Estate Organizer can enhance your client offerings!