EncorEstate Plans
@encorestateplan
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EncorEstate Plans serves the trusted advisor to deliver the best estate planning experience for their clients.
USA
Joined July 2022
We're honored to have been named to the prestigious WealthTech100 list. We couldn't have done it without all of you! #WealthTech100 #EncorEstatePlans #EstatePlanning #FinancialAdvisor #WealthManagement #WealthTech
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"Success starts with advisor buy-in and strong change management - not just checking compliance boxes." @craigiskowitz Great take^^ and insights (as always) from Craig's recap:
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RT @NitrogenWealth: We are thrilled to share that Nitrogen's marketing team has been honored with the prestigious 2024 PR & Marketing Excel…
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RT @MichaelKitces: A good onboarding plan can bring clarity to the advisor on how much time will need to be spent, what order to present in…
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How do you broach the topic of death and estate planning with your clients? @Yo_Harrison recommends drawing from your own exp: "We all have a story. We all have a parent or grandparent or aunt or uncle that is no longer with us." And if you don't have a story, borrow his 👇
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Excited for Asset-Map’s #AdviceTechLIVE next week (11/12-11/13)! Here’s why: ✅ FREE to attend (sign up here: 👩🏫 Learn from expert panels & fintech leaders 👀 Explore the latest tech in one place with Matt Morris, @MattJoMorris
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Asset-Map's #AdviceTechLIVE is around the corner (Tue Nov 12 to be exact) and we're proud to see Matt Morris, @MattJoMorris presenting on "How is Tech Improving Human Advice?" at the conference alongside VRGL, Wealthbox, Blueleaf Wealth, and Holistiplan!
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RT @MichaelKitces: November 2024's #AdvisorTech kicks off with news that @Holistiplan launches a new estate plan document extraction tool.…
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Can't attend live? RSVP and we'll send you the recording and takeaways from the session. RSVP here 👉 :
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👻 Boo! Don’t let estate planning sneak up on you! Proactive planning keeps your clients’ financial future secure, no tricks involved. Happy Halloween from all of us at EncorEstate Plans! #WealthManagement #EncorEstatePlans #EstatePlanning
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Full house with Matt Morris @MattJoMorris and Mike Bennett @bennettsterchi on "Estate Planning for the Mass Affluent: How to Get Beneficiary Designations Right and Estate Plans Completed" at Nitrogen's Fearless Investing Summit! #FISummit
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Check out our complete guide on how to add estate planning to your firm, featuring tips and examples from 13+ advisors who’ve mastered it: #FinancialAdvisor #WealthManagement #EncorEstatePlans #EstatePlanning
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We're excited to be exhibiting at XYPN Live 2024 at the Hyatt Regency Minneapolis! If you're attending, stop by Booth 105 to connect with our team—we can't wait to meet you!
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One reason why we love working with advisors: Because they’re generous and are always looking to share their knowledge. If you’re attending Kitces Summit on Dec 12, check out Yohance Harrison, @Yo_Harrison and Kristen Hull (and meet them – they’re wonderful people!) 👇
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RT @MichaelKitces: Charles Schwab has announced that it plans to shut down its Institutional Intelligent Portfolios "robo-advisor for advis…
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Have you been looking for a way to improve your client relationships? This might be just the ticket! Tune in Thursday as we show off the power of visual planning.
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We're proud to be one of the top tech tools that advisors actually use and like, according to Read more here: #EncorEstatePlans #EstatePlanning #WealthTech
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Thank you Encore partner advisors for a record setting July! We eclipsed our previous record for estate plans created and deeds filed by 110%!! 🎉 🚀 We appreciate your efforts meeting the estate planning needs of your clients! #EncorEstatePlans #EstatePlanning
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Thrilled to announce our partnership with @FpPathfinder ! Together, we're committed to providing comprehensive and effective solutions for advisors. #EstatePlanning #FinancialAdvisors #fpPathfinder #EncoraEstatePlans
🤝 Bridge the estate planning gap with fpPathfinder & EncoreEstate Plans! This collaboration aims to support advisors in offering comprehensive estate planning solutions, ensuring they are providing diligent and effective guidance. Learn more 👉
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Curious about charging for estate planning within a fee-for-service model? Eric J. Negron, @eric_j_negron, Matt Morris, @MattJoMorris and Jesse Hoffmann share invaluable insights on boosting profitability and enhancing client satisfaction this way.
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