Advisor Spotlight

Annette Adamska

Our Advisor Spotlight series features casual, interview style conversations with current Everplans Professionals to share best practices learned firsthand through their experience with Everplans. This Spotlight features Annette Adamska, Founder of Back Up Your Life.


Key Takeaways

  • How to differentiate your firm by establishing more meaningful client relationships.
  • Creating a scalable and accessible digital solution for legacy planning.
  • How to cultivate new prospects by engaging multiple generations.
  • Effectively introducing Everplans to your clients.
  • Best practices for discussing legacy planning with clients.

Watch the Spotlight

Video Thumbnail
Video Thumbnail
Enter your email address
to view this video.
Error text

About the Speaker

Annette Adamska
Founder of Back Up Your Life

Connect with your next generation of clients

Everplans is the leading tool helping Advisors increase retention across generations, establish new relationships, and strengthen existing ones.

Learn more  |  Get a Demo

What is Everplans?

Video Thumbnail

Watch a testimonial

Video Thumbnail