The Advisor’s Edge: How Partnering with Estate Planning Experts Can Boost Growth

In today’s hyper-competitive landscape, financial advisors are looking for every edge to attract clients and differentiate themselves from competitors.

 

Surprisingly, one of the most powerful moves isn’t simply adding a new product line, it’s partnering with estate planning professionals.

 

At ePIC Services Company, we’ve seen how strategic collaborations between advisors and estate planning experts can unlock the potential to build new relationships, land clients, and bridge the gap in reaching the next gen.

 

Here’s why this growth lever is often overlooked, and why it might just be your next best move.

 

1. Trust Comes Faster When You’re Solving a Bigger Problem. Estate planning isn’t a nice-to-have, it’s often the elephant in the room. Clients are thinking about how to protect their families, reduce taxes, and leave a legacy, and the advisors who can guide these conversations typically build trust faster than those leading with a product.

2. Estate Planning Can Open the Door to Increased AUM. When you bring estate planning into your process, you elevate the conversation. You’re no longer just talking about returns and investments, you’re uncovering hidden assets that your clients may not have shared with you otherwise- because you're supporting them in protecting their legacy. 

   Then, new referrals often follow. High-net-worth individuals and business owners are also more likely to work with advisors who understand and integrate estate and legacy planning strategies into their practice.

3. More Client Stickiness, Referrals, and Retention. When you help a client navigate a will or trust, you become more than an advisor; you become an essential part of their entire families life. This kind of relationship builds loyalty and keeps you top of mind across generations.

 

The good news is... you Don’t Have to Do It Alone (That’s the Point). The best advisors are collaborative. They know that surrounding themselves with specialists only makes their offering stronger. By partnering with a professional estate planning provider, advisors become the coordinator of generational wealth, not just the money manager. ePIC Services Company provides a turnkey estate planning experience that advisors can deliver under their brand, with expert support, legal structure, and full-service training baked in.

 

Strategic partnerships are no longer optional, they’re how elite advisors scale.

 

If you want to unlock a new level of client acquisition and retention, estate planning is the wedge- and partnering with the right team to deliver it? That’s the edge!!!