Podcast by Vest COO: Don't Screw up your Client's Legacy

In this podcast, John Zetterstrom (our COO) speaks to investment advisors about legacy planning. It covers:

  • What is Vest Financial and what makes them experts in the Legacy Planning field?

  • What is legacy planning? Why is it important and why aren’t clients thinking about it?

  • How could advisors introduce legacy planning to their clients?

  • What does it mean to partner with a registered investment advisor? And why is it so important to understand your client base?

  • How would Vest Financial get involved working with an RIA? What different takes are there to work with them?

  • How you could contact John to possibly work with him.

Check out this quick 7-minute podcast here.