The Power of Partnership In Estate Planning: EP Expert Series
Автор: Diana Cabrices
Загружено: 2025-10-09
Просмотров: 69
💡 Estate planning works best when clients feel empowered to take action — not overwhelmed by the process.
For financial advisor Al Faber, founder of Do-It-With-You Financial Planning, estate planning is about partnership, education, and guidance. By leveraging technology and a transparent, advice-only approach, Al helps clients understand their options and confidently complete their plans.
In this episode of the Estate Planning Expert Series, Al shares how he’s integrated estate planning discussions into his client experience, how technology simplifies the process, and what other advisors can learn from his collaborative, tech-forward model.
👉 Tune in to discover how you can empower clients to take ownership of their estate planning journey — while staying fully compliant.
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