Advisor Spotlight
Kyle Imhof
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 Kyle Imhof, financial advisor & Director of Technology at Clintsman Financial Planning.
Key Takeaways
- How to create multigenerational relationships through youth and family workshops and the utilization of Everplans.
- Best Practices for building multigenerational relationships – including youth & family workshops.
- Creating a scalable and accessible digital solution for legacy planning.
- Leveraging content to build meaningful client relationships.
- Creative ways to incorporate Life & Legacy Planning into advisor workflows.
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About the Speaker
Kyle Imhof
Financial Advisor & Director of Technology at Clintsman Financial Planning
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