Case Study
Exit & Retirement Strategies, Inc.
When Exit & Retirement Strategies, Inc. (ERSI) was founded by Stephen Brubaker’s father in the early 70’s they were focused on providing insurance. Making the transformation into a firm that offers full wealth management isn’t easy for most places, but ERSI made it a reality.
Stephen CFP®, AIF®, CLU® and fellow Wealth Management Advisor Jennifer Kast, AIF®, sat with Everplans for an Advisor Spotlight to shed light on their practice, its focus on planning, and how they’re ushering ERSI into the future.
“Everplans is something that shows we care more. It's something clients haven't seen before. When a client fills out their Everplan, we're pretty comfortable we're going to retain them.”
Key Takeaways
- Deepens relationship between client and multiple advisors
- Selected over other vault tools as "best-in-class" solution
- Generates referrals to family, friends, and colleagues
- KPI including % of client activiations and deupty creation
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