Fintech Mini-series: Better Partnerships With Estate Planning Attorneys (For Better Customer Experiences!) With David Zumpano (Ep. 360)
5/10/2022
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Fintech Mini-series: Better Partnerships With Estate Planning Attorneys (For Better Customer Experiences!) With David Zumpano (Ep. 360)

It’s common for financial advisors to collaborate with estate planning attorneys (EPAs). Partner with the right EPA, and you’ll get more referrals, enhance your value proposition, and provide a better client experience!

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