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Ep 86: How ClearEstate Helps Advisors and Their Clients with Estate Planning with Devon Miller
In our last episode, we explored ClearEstate’s impact on a traditionally paper-heavy industry. But did you know it can also help you grow your business?
In this episode, Chris and Devon dive into how ClearEstate not only supports your clients, but also helps you expand your practice.
Chris Reynolds, Executive Chair and co-founder of Investment Planning Counsel, is turning the page on what it means to build a better business.
Tune in to conversations with visionaries and financial advisors who have walked the path to success for ideas you can implement today.
Chris and Devon dive into how ClearEstate not only supports your clients, but also helps you expand your practice.
Estate planning should be integrated into every wealth advisor’s planning process.
One of the new technology tools that has been developed to help with estate planning is ClearEstate, an end-to-end technological and service platform supporting estate planning and settlement across Canada and the USA. I’ve personally become a big fan of what they’re working on. I’m also a client. I believe before you offer anything to your clients, you should first see if you think it provides value and I can’t speak highly enough about their process.
In our last episode, we spoke with Davide Pisanu, the Co-Founder and CEO on his entrepreneurial journey to build the platform. Today we’re talking about how advisors can harness it to help not only their clients but to also grow their business.
Joining us today to talk about this is Devon Miller, the Director, Strategic Partnerships for ClearEstate. He is a Certified Executor Advisor and is pursuing his MTI (Estate & Trust Professional) designation with the Canadian Securities Institute. In his current role, he most often works with enterprise partners in the wealth management and insurance industries to help develop their estate programs and support their field leadership in program management, training, and distribution.
Learn more about ClearEstate at http://www.clearestate.com
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Cheers,
Chris
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Ep 86: How ClearEstate Helps Advisors and Their Clients with Estate Planning with Devon Miller
