Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by ProudMouth. Co-hosted by Matt Halloran and Kirk Lowe. 286290
Episodes
Thursday Feb 01, 2018
Thursday Feb 01, 2018
In this latest episode, Matt is joined by Co-Founder and Co-CEO of Everplans Abby Schneiderman and her Director of Sales, Harris Scher . Everplans is a secure digital platform that helps clients prepare for the unexpected. Advisors use Everplans to help their clients organize, store, and securely share all of the important plans and information their family will need in the future (everything from Wills, to online accounts, to cherished family memories, and more). In doing so, Everplans helps advisors establish deeper and more meaningful relationships with their clients, and to create better relationships with their client’s heirs.
LINKS: EVERPLANS | ABBY SCHNIDERMANN | HARRIS SCHER
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