How to Keep Generational Clients: Engaging Both Spouses in Estate Planning

Date & Time:
March 25, 2025 | 10am PT / 1pm ET

Did you know that up to 70% of widows leave their financial advisor after their spouse passes ? And over 70% of heirs fire or change financial advisors after inheriting their parents' wealth. If you're only engaging one spouse, you could be at risk of losing assets and client relationships.

Join Samantha Russell, Chief Evangelist at FMG, and Anne Rhodes, Chief Legal Officer at Wealth.com, as they explore how to create a truly inclusive approach to estate planning and your marketing efforts—one that resonates with both spouses and even the next generation. 

You’ll learn how to:

• Effectively engage both spouses in estate planning conversations.
• Encourage spouses and family members to actively participate in crafting an estate plan
• Develop marketing messages that engage both spouses for full family participation
• Personalize outreach using your CRM, email strategy, and social media

You'll also have a chance to ask questions, so come prepared!

Can’t make it live? Sign up and we’ll send you the recording.

All registrants get a free estate planning checklist to share with couples and a ready-to-use email template to guide them through it.