How to Offer Legacy Planning Services to Your Clients

Transferring wealth is a complicated process. It’s wrought with emotional and financial landmines. By offering to assist clients in this critical area, you demonstrate your commitment to their well-being. With training in legacy planning, you can play a big role in helping alleviate the complexity and allow clients to steer clear of transfer pitfalls. This week on Advisor Radio, we’ll visit with Woody Young, co-founder and President of Quest Capital Management in Dallas. Woody has developed an intergenerational planning and legacy niche and will share tips on what you need to do to better serve your clients in this area.