Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
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Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans
WealthTech Today
3 weeks ago
Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans
Two-thirds of Americans don’t have an estate plan. Even among those who do, many documents are dangerously outdated. Estate planning technology for advisors is finally changing that. In this episode, Craig Iskowitz speaks with Matt Morris, founder of EncorEstate Plans, about how tech can help advisors close this gap, keep documents living, and deliver more value […]
WealthTech Today
Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
