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Fintech Mini-series: Better Partnerships With Estate Planning Attorneys (For Better Customer Experiences!) With David Zumpano (Ep. 360)

Top Advisor Marketing Podcast

English - May 10, 2022 11:00 - 29 minutes - 22.9 MB - ★★★★★ - 34 ratings
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Previous Episode: Fintech Mini-Series: Moving, Merging, or Selling? Find the Right Partnership With Brian Church (Ep. 359)
Next Episode: Disconnected From Your Clients’ Financial Lives? Try a Financial Wellness Ecosystem With Mary Ellen Dugan (Ep. 361)

It’s common for financial advisors to collaborate with estate planning attorneys (EPAs).
Partner with the right EPA, and you’ll get more referrals, enhance your value proposition, and provide a better client experience!

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