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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