by EncorEstate Podcast
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.
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Publishing Since
2/28/2024
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April 1, 2025
<p>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. </p><p>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.</p><p>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.</p><p>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. </p><p>Key Topics Covered:</p><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><p><br></p><p>✅ Subscribe now for expert insights on elevating your advisory practice! </p><p>📧 Questions or feedback? Contact us at <a href="mailto:[email protected]" target="_blank" rel="noopener noreferrer">[email protected]</a>.</p>
March 4, 2025
<p>In this episode, we'll uncover the most overlooked estate planning mistakes that could cost your clients dearly. From Florida’s unique homestead laws to choosing the right fiduciary, Wes shares insider strategies to help advisors navigate estate planning with confidence. Plus, learn about Encore’s streamlined process for seamless attorney-reviewed estate plans without the hefty price tag.</p><p>If you're a financial advisor helping clients with estate planning, this is a must-watch to ensure you're providing real value, avoiding costly mistakes, and strengthening client relationships.</p><p>What you'll learn from Wes:</p><p>✅ The Encore process and how advisors can streamline estate planning.</p><p>✅ Common pitfalls in wills, trusts, and fiduciary selections.</p><p>✅ The powerful protections of Florida’s homestead laws.</p><p>✅ Real-life estate plan disputes, and how to prevent them.</p><p>✅ How to help clients ensure smooth wealth transfers</p><p><br></p><p>💡 Resources Mentioned:</p><p>🟢 Encore Estate Plans: https://www.encorestateplans.com/</p><p>🤝 Connect with Wes Dunaway: https://help.encorestateplans.com/en/articles/10297097-meet-our-florida-partner-attorney-wes-dunaway<br></p>
December 6, 2024
Matt Morris interviews John Saltarelli, a partner at Ross&Matthews, about the benefits of a dedicated estate planning coordinator and the importance of funding and periodic review of estate plans to ensure they remain effective and avoid probate costs.
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