UPCOMING WEBINAR
BUILD STRONGER CLIENT RELATIONSHIPS & UNCOVER HIDDEN AUM WITH ESTATE PLANNING
Find Held Away Assets, Expand Your Service Offering, and Build Stronger Family Connections with Estate Planning
Offering estate planning is a proven way to uncover held away assets and grow your AUM, and yet many advisors don’t offer it as a service for their clients. Join Andres Mazabel (Head of Advisor Sales at Trust & Will) and Robert Sofia (CEO of Snappy Kraken) on this live webinar to learn:
- How estate planning can drive rapid AUM growth by discovering held away assets
- Why adding this to your service offering is a key component of building strong family ties with your clients
- Proven marketing methods to generate estate planning leads and spark interest from your client base
You’ll also get the content and strategy behind 3 high-performing estate planning campaigns that you can model and use for your own firm.
Sign up now to reserve your spot.
Register for the webinar on November 7th @ 1pm ET
MEET THE WEBINAR PANEL
Robert Sofia
CEO
Snappy Kraken
Robert has over 20 years of marketing experience and has served thousands of financial companies. Snappy Kraken is the fastest-growing marketing program for advisors and has been ranked as the #1 content marketing company every year since 2019.
Andres Mazabel
General Manager, Advisors
Trust & Will
Andres Mazabel has spent 10+ years in private banking and is now on a mission to help advisors implement estate planning and deliver comprehensive planning. Andres views estate planning as a huge opportunity for financial advisors to deepen relationships, add value, and implement legacy planning conversations.
