We're honored to have been named to the prestigious WealthTech100 list. We couldn't have done it without all of you!. #WealthTech100 #EncorEstatePlans #EstatePlanning #FinancialAdvisor #WealthManagement #WealthTech

From Daniel Michaelsen - imagine adding this as an option for end of life decisions 👇 it's certainly one way to make estate planning fun 🤣

"People don't want to get naked financially with another professional, especially one they haven't met before. Estate planning is such an intimate conversation. That's why you have to ask questions like, 'If you don't wake up tomorrow, what do you want to happen to your loved

💚 What we love: Eternal gratitude from our customers!. 💔 What we don't love: Eternal vendor subscriptions just to access your clients' estate plans, esp. when you're no longer a customer. Your clients' data is their data, not any vendors', and you shouldn't have to pay a

"I'm a big believer in collaborating, sharing of great practices, and education. I'm always happy to share my knowledge." - Paul Roldan, CFP® of AllGen Financial Advisors. LIVE right now - How To Unlock Hidden Financial & Estate Planning Revenue with Tools You Already Have (with

We hope you've been chillin' out, maxin', relaxin' all cool this summer 😎. The first advisor to guess correctly in the comments where the EncorEstate Plans YETI is chillin' at – AND follows the Encore LinkedIn page – wins a special prize!. P.S. Hopefully there aren't a couple of

Pssssttt. wanna know one of the best parts of EncorEstate Plans?. It's our Estate Planning Ops and Support Team 😎 . Find me an estate planning software support team that will call you back to answer your questions as they're boarding a flight, and I'll find you AWESOME Encore

EncorEstate Plans Must-Learn Monday coming in hot with Jason Statham's resume! (yes, he's technically on LinkedIn, courtesy of the Amazon MGM Studios marketing team 😂 ). His resume super impressive:.🚗 Transporter.🔧 Mechanic.🦹 Former UKSF military officer, assassin, and MI6

Learn How To Drive Max Financial and Estate Planning Success for Your Clients 👉 (link also in comments b/c that's what the LinkedIn algo wants 😂). Paul Roldan, CFP® of AllGen Financial Advisors, Ashleigh Boone of Advyzon , and Matt Morris of EncorEstate

According to EncorEstate Plans, clients have a 7X higher probability of completing their estate plans when the advisor facilitates the process for them. Seems like a no-brainer, right?. Yes, there's technically extra work involved on your end, especially when sitting down with

Learn How To Make Financial and Estate Planning Easy with Tools You Already Have 👉 Join this live fireside chat + Ask Me Anything with Paul Roldan, CFP® of AllGen Financial Advisors next Thu 6/26 where he'll share his workflows and insights for how he

Takeaways from Matt Morris's @MattJoMorris , WealthStack demo from Wealth Management EDGE:.💚 EncorEstate Plans is the only estate planning platform for advisors that has human estate planners reviewing every estate plan AND filing property deeds to help your clients fund their

"What happened to the EncorEstate Plans booth at Wealth Management EDGE?! When did we rebrand??". ^^^Reactions like these are why you always get your morning coffee first before opening up Slack for the day 😂 . In all seriousness, loved seeing Matt Morris, @MattJoMorris chat

Want to get a round tuit for estate planning at s EDGE Conference?. Drop by at 𝗟𝗮𝘂𝗻𝗰𝗵𝗣𝗮𝗱 𝗟𝗮𝗯𝘀 𝗕𝗼𝗼𝘁𝗵 𝗟𝟭𝟭 and say "Hello! 👋" to Matt Morris @MattJoMorris , Daniel Michaelsen, and Marcel Weiland! . See you next week at EDGE!

If you're at #T32025, you should consider helping your clients get a round tuit for estate planning (it's free!)👇. And say "Hi!" to Matt Morris, @MattJoMorris, Ian, and Mike Bennett, @bennettsterchi

"Success starts with advisor buy-in and strong change management - not just checking compliance boxes.".@craigiskowitz . Great take^^ and insights (as always) from Craig's recap:

RT @NitrogenWealth: We are thrilled to share that Nitrogen's marketing team has been honored with the prestigious 2024 PR & Marketing Excel….

RT @MichaelKitces: A good onboarding plan can bring clarity to the advisor on how much time will need to be spent, what order to present in….

How do you broach the topic of death and estate planning with your clients?. @Yo_Harrison recommends drawing from your own exp:. "We all have a story. We all have a parent or grandparent or aunt or uncle that is no longer with us.". And if you don't have a story, borrow his 👇

Excited for Asset-Map’s #AdviceTechLIVE next week (11/12-11/13)! Here’s why:. ✅ FREE to attend (sign up here: .👩‍🏫 Learn from expert panels & fintech leaders.👀 Explore the latest tech in one place with Matt Morris, @MattJoMorris

Asset-Map's #AdviceTechLIVE is around the corner (Tue Nov 12 to be exact) and we're proud to see Matt Morris, @MattJoMorris presenting on "How is Tech Improving Human Advice?" at the conference alongside VRGL, Wealthbox, Blueleaf Wealth, and Holistiplan!