Legacy Keeper
@legacykeeper.bsky.social
Service that guides families and their professional advisors through the estate planning, management, and execution.
How do financial advisors identify clients?
#financialadvisor #investmentadvisor #estateplanning #financialplanning
legacykeeper.app/2025/03/24/c...
#financialadvisor #investmentadvisor #estateplanning #financialplanning
legacykeeper.app/2025/03/24/c...
Understanding Client Personas for Financial Advisors - Legacy Keeper
Financial advisors who take the time to develop and utilize client personas for financial advisors are better positioned for success.
legacykeeper.app
March 24, 2025 at 8:42 PM
How do financial advisors identify clients?
#financialadvisor #investmentadvisor #estateplanning #financialplanning
legacykeeper.app/2025/03/24/c...
#financialadvisor #investmentadvisor #estateplanning #financialplanning
legacykeeper.app/2025/03/24/c...