How often does this podcast release new episodes?

This podcast updates bi-weekly.

Where can I listen to this podcast?

This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

The Advisor's Guide to Estate Planning

Claim This Podcast

by EncorEstate Podcast

5.0(6 reviews)

22 episodes

Updated Bi-weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality17

Social0

YouTube68

Engagement0

Learn more

Podcast Overview

You probably have questions that this podcast will answer like: - But how do I add estate planning to my practice? - What if I don’t have all the answers to my clients' questions? - How do I avoid unauthorized practice of law? - How do I engage prospects that have an estate planning need? - Should I charge a planning fee for my time? - How do I make sure my clients' Trust gets funded? - How does estate planning help my practice grow? Learn best practices from financial planners just like you that have done it and are seeing incredible results with clients and prospect engagement.

Language

🇺🇲

Publishing Since

2/28/2024

Visit Website View on Apple Podcasts RSS Feed

🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

Instant mention tracking

Perfect fit!

Unlock The Full Podcast Authority Score Report

See how your podcast performs across key metrics

Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality17

Social0

YouTube68

Engagement0

Learn more

Excellent Areas

Good Performance

Growth Opportunities

excellent

Episode Length

22 minutes

Performing excellently!

good

Show Notes Quality

3.0/5

Recommendations available

Unlock the full report to see detailed tips

needs improvement

Publishing Consistency

Every 24 days

Recommendations available

Unlock the full report to see detailed tips

+16 More Metrics

Unlock comprehensive insights including:

• YouTube presence analysis
• Social media reach metrics
• RSS compliance scoring
• Podcast 2.0 features
• Technical standards

What's Included in Your Full Report

Detailed Analytics

Complete breakdown of all 19 authority metrics
Personalized recommendations for each metric
Industry benchmarks and comparisons
Technical RSS feed analysis and compliance scoring

Growth Strategies

Step-by-step action plans for improvement
Quick wins to boost your score immediately
Pro tips from successful podcasters

Get your free podcast insights report

See how your show performs across every key metric

Instant delivery

No spam

Attract Better Guests

High authority scores make your podcast more attractive to industry leaders and influencers who want to appear on credible shows.

Secure Sponsorships

Sponsors look for podcasts with proven authority and engagement. Your score demonstrates your podcast's value to potential partners.

Grow Your Audience

Understanding your strengths and weaknesses helps you make data-driven decisions to expand your listener base effectively.

1 verified contact email on file for The Advisor's Guide to Estate Planning

Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.

See contact details

Recent Episodes

October 7, 2025

Navigating Estate Tax Changes with Encore's Mike Bennett"

In this episode, Mike Bennett discusses the implications of the new estate tax exemption introduced by the Big Beautiful Bill. He provides a historical context of estate tax changes, explores the opportunities and challenges for estate planning, and emphasizes the importance of proactive strategies for financial advisors. The conversation also touches on the relevance of AB Trusts and state estate taxes, highlighting the need for advisors to stay informed and prepared for future changes. Remember to subscribe, leave a comment, and share with friends. If you have questions, feedback, or suggestions for future episodes, shoot us an email at info@encorestateplans.com. We'd love to hear from you!

July 22, 2025

Enhancing Client Outcomes through Advisor-Attorney Partnerships with Estate Planning Attorney Ryan Crandall

In this episode, we delve into the powerful partnerships between financial advisors and estate planning attorneys. Join host Matt Morris as he introduces <a href="https://www.elegacylaw.com/about/" target="_blank" rel="noopener noreferer">Ryan Crandall</a>, an innovative estate planning attorney from eLegacy Law. Discover how these collaborations enhance client experiences, streamline estate planning processes, and provide peace of mind. Learn about the unique virtual model of eLegacy and how it integrates with financial advisors to offer comprehensive, coordinated financial care. Tune in to explore the future of estate planning and the vital role of technology in this evolving field.To learn more about Ryan and his firm visit https://www.elegacylaw.com/about. Remember to subscribe, leave a comment, and share with friends. If you have questions, feedback, or suggestions for future episodes, shoot us an email at info@encorestateplans.com. We'd love to hear from you!

April 1, 2025

How to Deepen Client Relationships w/ Holistic Estate Planning (Vieng Bounnam, CFP®, Fulcrum Wealth)

Join us on this powerful episode of The Advisor's Guide to Estate Planning as we sit down with Vieng Bounnam, a seasoned Certified Financial Planner™ and a 25-year veteran at Fulcrum Wealth Management Group in the Pacific Northwest. Vieng shares her compelling personal journey from fleeing Laos as a child refugee to building a successful financial planning practice deeply rooted in holistic, client-centered estate planning. Vieng discusses why life insurance and comprehensive estate planning aren't just financial tools, but transformational strategies to prevent hardship and secure family legacies.Discover why incorporating estate planning into your advisory practice not only protects your clients but also significantly deepens client relationships, fosters intergenerational trust, and boosts long-term client retention. Vieng reveals practical insights on how to confidently initiate estate planning conversations, overcome client procrastination, and seamlessly integrate affordable trust-based solutions into your practice.If you're a financial advisor committed to offering comprehensive wealth management solutions and creating lasting impacts for clients and their families, this episode is essential listening. Key Topics Covered:<ul><li>Vieng’s inspirational journey and personal motivation for financial planning</li><li>Overcoming barriers and confidently introducing estate planning</li><li>Why revocable trusts are critical and how they protect clients from probate</li><li>Enhancing client relationships through proactive estate planning</li><li>Effective strategies to boost intergenerational client retention </li></ul> ✅ Subscribe now for expert insights on elevating your advisory practice! 📧 Questions or feedback? Contact us at <a href="mailto:info@encoreestateplans.com" target="_blank" rel="noopener noreferrer">info@encoreestateplans.com</a>.

22 total episodes available

Deep-dive analytics for The Advisor's Guide to Estate Planning

Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is The Advisor's Guide to Estate Planning?: You probably have questions that this podcast will answer like:

But how do I add estate planning to my practice?

What if I don’t have all the answers to my clients' questions?

How do I avoid unauthorized practice of law?

How do I engage prospects that have an estate planning need?

Should I charge a planning fee for my time?

How do I make sure my clients' Trust gets funded?

How does estate planning help my practice grow?

Learn best practices from financial planners just like you that have done it and are seeing incredible results with clients and prospect engagement.
How often does this podcast release new episodes?: This podcast updates bi-weekly.
Where can I listen to this podcast?: This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

Legal Disclaimer

Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.

All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.

We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.

While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.

By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.