Ep. 12 - Combining Estate Planning with Wealth Management for a Greater Client Impact. Interview with Grace St. Clair, JD.

In this episode we'll interview Grace St. Clair, an estate planning attorney and wealth manager in Los Angeles, CA.  Grace will share how and why her practice evolved from pure estate planning by adding wealth management.  She had realized very early in her career that there is tremendous overlap between the two disciplines and that combining them would hugely beneficial for her clients.  By listening to this episode, you'll obviously realize that you personally don't have to add a law degree to your credentials to be more valuable to your clients. Rather, you need to see where the opportunities are to make a huge impact on your clients' lives by networking and partnering with attorneys and other professionals who share your vision of how best to serve clients. And lastly you will hear how she created and branded her service model in a way that her clients can clearly see what she can do for them and why it is so special.