Encore Academy

When you work with Encore, you do not simply send a link to your client and hope they do all the work. This course talks through the need to get a disclosure signed, a general meeting flow you can follow, and most steps advisors take to see a plan completed.

You may be excited about estate planning, but it requires a plan to be successful. This section is intended to talk through ways to approach estate planning in your firm. There are two general approaches; first is a firm that has every advisor work directly with their own clients, the other is to have advisors begin the conversation but direct the client to a dedicated planner on their team.

Estate Planning is done every time your client opens up a new account. From life insurance, to qualified or unqualified accounts, beneficiary designations must be made. Take a listen to different types of assets broken down and gain confidence in how to provide education to your clients around their various investment accounts.

Each lesson in growth hacks is a guide to show what the most successful firms are already doing. Estate Planning is not just a service you pull off the shelf once in awhile; it is the bedrock of the client relationship. Every beneficiary designation is estate planning, every marriage, divorce, child born, state moved, and many other events. Allow Estate Planning to put your firm into superdrive when it comes to uncovering assets, getting referrals, and building deeper relationships than ever before.

Use the Admin course to gain confidence in all the necessary steps your firm needs to take to offer estate planning with Encore.

Navigate the Estate Planning 101 Academy page to gain confidence in the different aspects of estate planning. Each section focuses on one element of an estate plan and below the videos you will see links to related knowledge base resources.