Don't miss out on this powerful tool: "Advisors Lead Generator"
Welcome to The Estate Mentors Program
Estate Mentors is a cutting-edge conditional logic document engine
software designed for financial advisors and attorneys to collaborate
seamlessly on client estate planning. It enables financial advisors to
input client information, allowing attorneys to review, finalize, and
send out comprehensive estate planning packages directly to clients.
What sets Estate Mentors apart is its unique approach to fostering direct relationships between financial advisors and estate attorneys, facilitating warm handoffs, and significantly reducing the cost of acquiring new clients compared to traditional marketing efforts. For attorneys, Estate Mentors offers a more affordable alternative with its pay-as-you-go model, eliminating the need for large upfront annual fees.
What sets Estate Mentors apart is its unique approach to fostering direct relationships between financial advisors and estate attorneys, facilitating warm handoffs, and significantly reducing the cost of acquiring new clients compared to traditional marketing efforts. For attorneys, Estate Mentors offers a more affordable alternative with its pay-as-you-go model, eliminating the need for large upfront annual fees.
Here’s how Estate Mentors can benefit your team:
Building Relationships with the Next Generation:
We assist your advisors, who hold FINRA Series 66 or 65 licenses in creating significant connections with the upcoming generation of clients, fostering trust, and ensuring a smooth transition of wealth management responsibilities.
Collaboration with Actual Attorneys:
Our attorneys can collaborate directly with your advisors, offering expert legal insights and guidance tailored to specific client needs, enhancing the overall planning process.
Maintaining Control of Client's Experience:
With Estate Mentors, you can maintain complete control over your client relationships while leveraging our expertise to enhance the quality of service you provide.
Please click on the button below to discuss this collaboration in detail and explore how our customized solutions can align seamlessly with your objectives.
