Advisor Spotlight

Brian Case

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 Brian Case, Partner & CFP® at Elevage Partners.

 

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.

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About the Speaker

Brian Case
Partner & CFP® at Elevage Partners

As a true fiduciary, Brian is able to act as a “personal CFO” – quarterbacking resources like accountants, attorneys and agents – so his clients can focus on their priorities. In 2017, he merged his company with Elevage Partners to continue providing clients with unbiased advice with the advantages of being part of a larger firm.

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

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