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Tuesday, May 23, 2023

How Prime Advisors use Property Advisory to Facilitate Impactful Planning

Property advisory is the apply of utilizing ongoing property planning to uncover and align your shoppers final targets. Purchasers right this moment anticipate their monetary advisors to supply property planning recommendation.  Actually, a current report from Spectrem Group reveals that whereas 93% of respondents need property planning recommendation from their advisors, solely 22% of shoppers are literally receiving that recommendation. The perfect advisors are profitable share of pockets by practising property advisory. However how do you elevate the remainder of the staff and allow them to have significant property advisory conversations? 

Be a part of Scott Luhnau, Vice President, Multi-Generational Wealth Planning at Mariner Wealth Advisors and Jim Sinai, Chief Advertising and marketing Officer at Vanilla the place they’ll talk about the way to set  advisors as much as ship impactful, property advisory conversations for his or her shoppers.  

On this webinar, you’ll study:

  • How advisors can develop the talents essential for impactful property planning conversations 
  • Why educating shoppers on property planning might help advisors deepen their consumer relationships  
  • How Mariner Wealth Advisors has scaled their property advisory apply by combining expertise with instructional assets

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by


Jim Sinai

Chief Advertising and marketing Officer



Scott Luhnau

Vice President, Multi-Generational Wealth Planning

Mariner Wealth Advisors



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