Mark Shiller, an estate planning attorney, joined a recent ROL Advisor Learning Hour to discuss how advisors can help clients connect estate planning to what they value the most.
In the second of our two videos, watch Mark explain how to overcome your clients’ estate planning barriers.
Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.