New Way to Add Value to Your Clients – Come See How it’s Easy to Do

It’s a big problem for every client – and so vexing that no advisor has ever tried to fix it. But now you can – and in the process, you’ll increase your value proposition, and generate new clients and assets.

It’s not just all documents every client has – legal, tax and insurance docs – but also all the documents you and all their other advisors have – even including user names and passwords. For every client, it’s a scattered mess, with information stored in a mishmash of filing cabinets, cloud drives and devices. Clients fear misplacing items – or losing them to AI-generated fraud. And it’s a hassle for you, every time you need docs from a client that they struggle to provide. But now, you can solve this problem for yourself, and for every client – easily, securely and in full compliance. And in doing so, you get to add value to each client, reminding them that you do far more than just manage their investments. And you’re be making your life easier, too!

Join us for this informative and actionable webinar, where you’ll discover how you can help your clients get organized, protect what matters, and ensure their legacy reaches their heirs. You’ll see how easy it is today to simplify estate management, giving your clients much-needed peace of mind. Our special guest is Glenn Shimkus, who sold his last company to DocuSign. Come see what Glenn is doing now to enhance your practice management today!

For the live webinar only: 1 CFP CE | 1 CFA PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.