Fintech Mini-series: Better Partnerships With Estate Planning Attorneys (For Better Customer Experiences!)
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It’s common for financial advisors to collaborate with estate planning attorneys (EPAs).
Partner with the right EPA, and you’ll get more referrals, enhance your value proposition, and provide a better client experience!
In this episode, Matt Halloran talks to David Zumpano, founder of Lawyers With Purpose and co-founder of Guidr. David talks about strategies, including a proprietary relationship management system, to create partnerships between advisors and attorneys that improve the client experience.
- Lawyers With Purpose’s three-point system for building relationships
- Little-known factors that make a great advisor-attorney relationship
- Co-branding and joint prospecting strategies to expand your visibility
- Tips (that anyone can use) to turn C-level clients into A-level clients