Create sticker client relationship, increasing asset retention, and generating revenue are just a few of the advantages of incorporating estate planning into your wealth management practice. Not to mention, It's simply the right thing to do for your client.
"Building our estate plan with MyAdvocate was so helpful! The process was easy and now I feel like my family is protected."
- Nancy, MyAdvocate Customer
"Love the step-by-step Guide. Estate planning is new for us but it felt like we had guidance the entire time building out our plan. "
- Alexis, MyAdvocate Customer
"As a small business owner, I wanted to make sure I was doing everything I could to protect the future of my business. MyAdvocate made it easy to plan ahead."
- Brent, MyAdvocate Customer