Season 1 · Episode 14
How To Manage Estate Planning Costs For Clients
The Practical Planner · wealth.com
April 16, 202415m 46s
Audio is streamed directly from the publisher (api.riverside.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Hosts Anne Rhodes and Thomas Kopelman discuss how advisors can help their clients manage and reduce fees related to estate plans. The conversation highlights that, often, the biggest assistance and advisor can provide is to prepare their clients ahead of meeting an estate planner while also helping set expectations. While this can help streamline their time with an estate planner, they stress that quality is always paramount.