Growing Your Client Base: With estate planning

Adding estate planning to your advisory model does more than expand your offerings—it places you at the heart of your clients’ financial decision-making. 
A 2025 study shows that 44% of advisors who provide estate planning have increased AUM and attracted new clients directly because of it. Download to read more.

In this guide:

• Transform your role from portfolio manager to lifelong partner
• Be listed financial as theadvisor in each trust and maintain generational connection
• Shield your clients from unnecessary tax burdens
• Provide clarity in life moments a
• Reduce legal complications for your clients
• Planning for life changes