The Next Phase of Estate Planning Reaches Beyond UHNW Clients

Published on November 11, 2025

The best training involves layers. Give advisors quick, in-context prompts that sit next to the client conversation. For example, rather than dedicating entire meetings to estate planning, incorporate trust versus outright distribution discussions into routine conversations.

Continue reading on website
Other news

Charting a Smarter Path With LPL’s Advisor Growth Study

November 11, 2025
To succeed, every advisor needs a business plan, and that's especially true for breakaway advisors who are launching their new practice. But it’s important to remember that independence doesn’t mean going it alone.

The Investment Prospects for CRE Property Types

November 11, 2025
The Urban Land Institute’s annual Emerging Trends in Real Estate gauges the outlook for different property sectors in 2026 and highlights key themes for the sector.