Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory practice to new heights.

In this episode, Ana Trujillo Limón, Director, Editorial, speaks with Andres Mazabel, Head of Advisor Sales at Trust & Will, about the significance of estate planning and longevity planning in the financial services industry. They emphasize the importance of integrating estate planning into advisory practices, discuss trends differentiating estate planning needs across demographics, and delve into the educational tools and strategies available to help advisors navigate this essential topic. By listening to this episode, advisors will gain insights into how they can enhance their practice by effectively incorporating estate planning into their services.

Andres discusses:

• His experience in private banking and the impact of not having an estate plan
• The role of financial advisors in estate planning and how to educate clients on this critical topic
• Key trends in estate planning, particularly among millennials and Gen Z demographics
• What advisors should look for when choosing the right estate planning tool for them
• How advisors can leverage the right tools and platforms, like Trust & Will, to meet client expectations and enhance advisor-client relationships.
• Practical advice on initiating estate planning conversations with clients and integrating it as a core component of financial advisory practices.
• And more

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Andres Mazabel:

• Trust & Will
• LinkedIn: Andres Mazabel

About Our Guest:

Andres Mazabel, Head of Advisor Sales at Trust & Will, is helping to solve why more than 60% of families don’t have a plan to protect their loved ones. Trust & Will is a modern platform that simplifies estate planning, making it affordable and accessible to everyone. Andres manages relationships with RIAs and financial advisors to help add more value to their clients. As a consultative sales executive with over a decade of experience in Private Banking and the SaaS industry, Andres is passionate about building client relationships and finding solutions to their challenges. He thrives in team environments and enjoys presenting to C-Level executives. He has successfully managed the most profitable clients for two top 50 global Fortune 500 companies and is fluent in both Spanish and English.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.