Recap of Episode 1 of Yodal’s Brown Bag Series: Support Clients w/ the Transfer & Protection Wealth Webinar

In the past webinar, we heard from Yodal CEO Brandon Thompson to see how advisers leverage Yodal to fully support clients w/ the transfer and protection of wealth

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

  • Defining the advice opportunity Intergenerational Wealth Transfer (IGWT) presents
  • How can you engage your clients in this discussion
  • Growing your business through IGWT
  • The role IGWT plays for you in client succession