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.
- 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.