Five top tips for making the most of the opportunity in estate planning

Estate planning is one of the most valuable areas of advice for clients – and one of the most underexplored opportunities for advisers. It gives each client clarity and control, turning personal choices into clear instructions that guide what happens and who benefits. Handled well, these conversations can build deeper relationships with clients across generations, add real value, and grow your business. Here are five practical tips for advisers to make the most of the opportunity. 1. Expand your client base The pool of potential clients for estate planning is much wider than you ...