Trust & Will reposted this
At the 2024 Nitrogen Fearless Investing Summit, Advisorpedia sat down with Diana Cabrices, the Chief Evangelist at Trust & Will! Diana shared insights on aligning client expectations with advisor offerings in estate planning—a critical piece for fostering trust and delivering value. Don't miss this conversation on bridging the gap between what clients need and what advisors provide. 💡 Watch here: 🔗https://lnkd.in/evEvEWC6
Founder and CEO at Trust & Will | EY Entrepreneur of the Year | Dad x 2
2wAlways appreciate you representing the best of T&W, Diana Cabrices