Replay
Implementing estate planning to deliver client outcomes
August 11, 2022

How do you manage client expectations while delivering peace of mind? Join Altruist’s Chief Strategy & Revenue Officer, Pete Dorsey, Trust & Will’s Head of Advisor Solutions, Andres Mazabel, and CEO of Deane Wealth Management, Samuel Deane, on how leveraging estate planning can help you future-proof your client’s livelihood.

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