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Writer's pictureJay Coulter, CFP®, CIMA®

Elevating Your Value With Trusts & Wills with Andres Mazabel (EP216)



For Financial Advisors, increasing the value that you bring to clients is incredibly important in this environment of fee compression we are in. In this interview, Jay Coulter interviews Andres Mazabel of Trust & Will and he lays out the case for advisors to add a deeper level of estate planning to their practice.


Learn more about Trust & Will: https://trustandwill.com/advisors


 

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