))
S1E11 Making Estate Planning Work with Lucy Percy
Manage episode 433078272 series 3591847
Innhold levert av Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
This week, Nathan and Jordan speak with the wonderful Lucy Percy, of Head and Heart Estate Planning, to explore how financial advisers and estate planning solicitors can work together.
Most advisers know that estate planning is a key part of their clients financial arrangements - but actually making it work can be really difficult.
How do you bring up the conversation?
Who do bring in to help your clients?
And, when do bring them in?
Finding people that you want to work with, that work in a way you're comfortable with and who deliver great outcomes for clients is a tough, but essential, part of our work. So tune in, and find out more about how we can all challenge the standards!
Head And Heart Estate Planning: Head and Heart Estate Planning
H & H Estate Planning Instagram: Lucy Percy, Lawyer and Educator (@headandheartestateplanning) • Instagram photos and videos
The Art of Estate Planning Group on Facebook: The Art of Estate Planning | Groups | Facebook
40 episoder
Del
