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.