Webinar: How to Better Retain Female Clients and Grow Your Business
RSVP to hear in-the-trenches insights & tips from Encore Support Team All-Stars Michele Holmes (Dir. of Estate Planning Ops and Support) and Robin Darden (Paralegal)
“I love how I can rely on the extensive experience of the estate planning teams to customize for client needs and language for their specific goals. They are also there for any client questions or scenarios to ensure this is a good fit.”
Daniel Kopp
Wise Stewardship Financial Planning