Estate Mentors Program
Introducing our newest Program
eMentor Program
EPP has partnered up with a company, Estate Mentors Marketing Program to the complexities of wealth management services and the importance of tailored solutions.
Their team of experienced attorneys is dedicated to providing your firm’s advisors with a unique set of tools and resources, ensuring a seamless experience for both you and your clients. (Must currently hold a FINRA license 24, 66, or 65 to apply).
EPP has partnered up with a company, Estate Mentors Marketing Program to the complexities of wealth management services and the importance of tailored solutions. Their team of experienced attorneys is dedicated to providing your firm’s advisors with a unique set of tools and resources, ensuring a seamless experience for both you and your clients. (Must currently hold a FINRA license 24, 66, or 65 to apply).
Here’s how Estate Mentors can benefit your team:
- EPP believes integrating Estate Mentors into your marketing program can significantly enhance your client's value proposition and strengthen your business relationships.
- This process will streamline the client's onboarding journey, ensuring a smooth transition from initial contact to the review and funding stage.
Our attorneys can collaborate directly with your advisors, offering expert legal insights and guidance tailored to specific client needs, enhancing the overall planning process.
We help your advisors establish meaningful connections with the next generation of clients, fostering trust and ensuring a smooth transition of wealth management responsibilities.
With Estate Mentors, you can maintain complete control over your client relationships while leveraging our expertise to enhance the quality of service you provide.
With Estate Mentors, you can maintain complete control over your client relationships while leveraging our expertise to enhance the quality of service you provide.
