Top Advisor Marketing

Episode 54 - Offer Something Truly Unique and Different with Abby Schnidermann and Harris Scher

February 1, 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.