Financial advisors, one way to distinguish your practice from others is to create a business focused on Legacy Planning. Legacy Planning involves a lot more than traditional estate planning and can provide you a couple of advantage:

1. Separate yourself from other financial advisors that are just

“financial advisors.”

2. Position yourself with the adult beneficiaries of your top clients.

3. Retain valuable assets upon the death of top clients.

4. Create referral opportunities.