Recap of Episode 2 of Yodal’s Brown Bag Series: Estate Planning Adding Value to the Advisor, Dealer Group & Client

In the past webinar, we heard from Burcheart Founder Sacha Burchgart who shared how Estate Planning has added value to her business, dealer group and clients.

In this recording we shared What’s in the Bag:

  • The added value of including Estate Planning to your tool kit
  • How to engage your Dealer Group through Estate Planning
  • How did Sacha’s business benefit from Estate Planning through Yodal?
  • Strengthen your Adviser retention and attraction