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Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]

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Contenuto fornito da Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their practice through estate planning. Matt and Danny dive into estate planning as a crucial yet often overlooked area where financial advisors can provide immense value to their clients. They discuss how Wealth.com's cutting-edge technology is simplifying the complex world of estate planning, making it more accessible and efficient for both advisors and clients.

Throughout the conversation, you’ll hear inspiring accounts of financial advisors who have successfully integrated estate planning into their services, enhancing client relationships and boosting their bottom line.

Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]

Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Danny Lohrfink: Website | LinkedIn

  continue reading

746 episodi

Artwork
iconCondividi
 
Manage episode 432551664 series 2482489
Contenuto fornito da Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their practice through estate planning. Matt and Danny dive into estate planning as a crucial yet often overlooked area where financial advisors can provide immense value to their clients. They discuss how Wealth.com's cutting-edge technology is simplifying the complex world of estate planning, making it more accessible and efficient for both advisors and clients.

Throughout the conversation, you’ll hear inspiring accounts of financial advisors who have successfully integrated estate planning into their services, enhancing client relationships and boosting their bottom line.

Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]

Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Danny Lohrfink: Website | LinkedIn

  continue reading

746 episodi

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