How to Talk to Clients About Updating Their Will (and Why It Matters)

Don't lose clients when their wealth transitions! This clip equips financial advisors with powerful messaging to encourage clients to update their wills. Learn how initiating these discussions builds trust and strengthens your position as a valuable family advisor.

This is an excerpt from episode 56 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of "Every Family's Business" and "Willing Wisdom." Stream the new episode "Transitioning Next-Gen Wealth" by clicking here: paretosys.co/AODM_ep56