Calendar Link Enabling Financial Advisor To Schedule Meet and Greet with Paul Rabalais: https://aeplaw.cliogrow.com/book/77ec...

00:00 America's Estate Planning Lawyers, LLC
0:34 Stats Indicating the Wealth Manager Opportunity
1:03 Why Financial Advisors Should Be Involved
1:58 Holistic Wealth Management
3:11 Mistakes Happen Without Advisor Collaboration
4:00 Improved Relationships With Clients and Heirs
4:45 Competitive Advantage
5:10 How Can Financial Advisors Participate In Their Clients' Estate Planning?
5:51 Initial Meet and Greet with Estate Attorney
6:06 Use Calendar Link To Schedule Zoom Estate Design Meeting
6:50 Attorney Leads Design Meeting (Advisor in the Room)
7:43 Zoom Review Meeting
8:10 Implement and Review
9:00 Benefits of Financial Advisor Participation