Partnering with Financial Advisors for Success (Lunch)

Collaboration is the key to success in estate planning. 

Stan Miller’s Legacy Planning system not only benefits your clients but also fosters strong, mutually beneficial relationships with financial advisors.

In this virtual lunch and learn, Stan and I will show you how to create partnerships that bring in new clients and cases, adding substantial value to both your practice and the financial advisors you work with.

Ready to build these powerful relationships?

What if you could get a financial advisor to literally email out material that promoted your practice to their clients, every single week?

Sound too good to be true?

We will even deliver lunch to your door during the event if you are one of the first 30 estate attorneys to register.

Register Now for the lunch and learn

Date: Monday, November 18th

Time: 12:30PM-2PM Eastern Time

Place: Zoom

Register Here

Save Your Seat Now

Best regards!