Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Is Estate Planning part of your holistic value proposition as a Financial Advisor? Do you cringe when you think about starting the EP conversation with your clients? Tara Lucke is the Estate Planning expert who believes Advisors are in the best position to help their clients reach peace of mind by protecting the assets and lifestyles they work so hard to acquire. She’s so passionate about helping Advisers use Estate Planning to entrench themselves as their client’s trusted advisor and grow their businesses, she’s created an entire blueprint course called ‘The Art of Estate Planning’ on the XY online training platform (https://co.xyadviser.com/taralucke). Episode highlights: 7:00 – Is Estate Planning for lawyers, Advisors or both? 12:50 – Why aren’t Advisers getting involved in the EP process? 14:27 – Becoming your client’s trusted advisor 21:20 – The four fundamentals of Estate Planning 26:07 – How to subtlety position Estate Planning in client conversations 32:28 – Let’s talk Testamentary Trusts! Show Notes: