In this lastest episode, Matt is joined by Co-Founder and CEO of EverPlans Abby Schnidermann and her Senior Sales Associate Harris Scher. EverPlans is one of the leading resources for organzing wills and trusts to be left behind to your loved ones.
Related: The Key to Building Generational Relationships
As a finanacial advisors it's important to separate yourself from the advisor down the street, with a service like EverPlans you can set the stage to provide an all encompassing end of life service, provided by a truly exceptional company.