“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. This season, his guests include industry conference attendees from across the country.
Almost every human has three fears regarding money.
Advisors routinely provide answers and solutions to the first two questions. But there’s a gap when it comes to the last question.
According to Matt Morris, “Advisors have a huge opportunity to step into this gap and help uncover issues that are there.”
As CEO of EncorEstate Plans, Matt empowers advisors to create an exceptional estate planning experience for clients through technology and a human-centric approach.
Many clients don’t have an estate plan or will, and the existing experience surrounding the process of either is subpar. Rather than recommend an attorney, advisors can leverage the resources EncorEstate Plans provides and facilitate the process themselves.
It’s a win-win for client and advisor alike. Each party is already familiar with one another — there’s a level of established trust. Additionally, advisors have the opportunity to build relationships with their clients’ children. The generational wealth transfer is imminent, and the estate planning process is imperative.
“Advisors need to put themselves in the situation where they earn the right to work with the next generation,” Matt said.
He joins us for episode 39 of “On the Circuit” to talk about the do’s and don’ts of estate planning, and how EncorEstate Plans helps advisors add even more value to their clients. He talks with host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.
Click “play” above to listen to the full episode. To hear from more industry friends and experts, subscribe to “On the Circuit” wherever you listen to podcasts.
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