Funding is Dead: A New Approach to Asset Alignment and Client Maintenance
Thursday, September 24, 2020, 12:00 PM - 1:30 PM, ET
Presenters: Vincent E. Bonazzoli, JD and Kristin Carroll

This webinar will show you how to create a profitable and efficient asset alignment (not funding) system that can naturally lead to an ongoing client care program (sometimes referred to as a maintenance program).  For many firms, the elephant in the room when trying to take care of families is who is responsible for “funding” (asset alignment).  Many firms choose to leave this to the client but are also aware that the client very rarely follows through to get all assets aligned consistent with the estate plan.  Other firms try to tackle some or all of the asset alignment but lack a solid system and so find that it is time consuming, cumbersome, and not profitable.  The problem is that when someone dies, the most important thing we need to know are the assets—who owns them, who controls them, what the value is, and who will receive them. 

Come learn how to create an efficient, profitable, and fulfilling asset alignment process that will transform your practice and can naturally lead to a profitable and satisfying client care program for your clients. Learn how to demonstrate the value you and your team provide and streamline your systems at the same time.  This could even be your first step towards a client care program.


This webinar is included for all WealthCounsel Subscribers.

Regular Price: $129 

This course is not eligible for continuing education credit.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or