Fintech Mini-series: Better Partnerships With Estate Planning Attorneys (For Better Customer Experiences!) With David Zumpano (Ep. 360)
- Author
- Matt Halloran, CRO at ProudMouth
- Published
- Tue 10 May 2022
- Episode Link
- https://proudmouth.com/podcasts/fintech-mini-series-better-partnerships-with-estate-planning-attorneys-for-better-customer-experiences-with-david-zumpano-ep-360/?utm_source=rss&utm_medium=rss&utm_campaign=fintech-mini-series-better-partnerships-with-estate-planning-attorneys-for-better-customer-experiences-with-david-zumpano-ep-360
It’s common for financial advisors to collaborate with estate planning attorneys (EPAs).
Partner with the right EPA, and you’ll get more referrals, enhance your value proposition, and provide a better client experience!
