Legacy Videos: The New Crown Jewel of Estate Planning Services

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4 Key Estate Planning Strategies for Ultra-High-Net-Worth Clients

Before you get that prized UHNW client on board, you’ve got to develop a game plan for their particular needs. Around $20 million, the stakes get higher and the estate planning more complex, but these four strategies can help protect their assets and prove your value.

Timely, Convenient and Easy to Understand: How Video Has Improved My Client Communication

What’s Working Now: With clients living across the nation, this advisor has found video helps him get critical personalized information quickly to clients while also prioritizing their busy schedules.

How I Use Video for More Personalized Communication End-to-End With Clients

What’s Working Now: This advisor has found that clients love a follow-up video after meetings more than a lengthy email. Plus how video builds trust and lets prospects get to know his team in minutes…and more.