39. Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans
Nearly 68% of Americans don’t have an established will.
That’s a cause for concern for both clients and advisors alike – but Matt Morris sees it as more of an opportunity than a problem. As CEO of EncorEstate Plans, Matt empowers advisors to create exceptional estate planning experiences for clients through technology and a human-centric approach.
Matt joins us to discuss how EncorEstate Plans empowers advisors to provide and facilitate the estate planning process themselves, rather than pointing clients to an estate planning attorney.
In this episode of “On the Circuit,” Matt discusses the relationship between estate planning and the generational wealth transfer, and the pitfalls and opportunities advisors face. He joins host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry.
Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:
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