Get Ready!

Stay up to date on the latest from The Get Ready Money Club

Change the way you think about money!

Get Ready with Chris Hall: The future of estate planning

Jan 25, 2024

In this episode,  of GET READY!, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a streamlined approach to estate planning. The key is being able to leverage technology to expedite processes that are routine with utilizing people for the individualized aspects. The future of financial services is about creating the right balance with technology and people.

🎥 Watch this episode below: 

 

🎧 Listen to the podcast below or on your favorite podcast app.

 

 

 

 

Connect with Chris Hall:

EPNavigator home page: www.epnavigator.com

LinkedIn: https://www.linkedin.com/in/chrisepnavigator/

Bio:

Chris Hall, Founder of Estate Plan Navigator. Former top producing insurance agent and financial advisor with Great Northern Financial. Currently on a mission to flip the numbers from 70% of adults in need of proper estate planning documents to 70% or more who have them in place. And, when time permits a true golf addict.

 

Join The Get Ready Movement

Receive the Get Ready Roadmap, Get Ready Money Guide Kit and weekly newsletter with action items, tips, and recommendations to change the way you think about money!

You're safe with me. I'll never spam you or sell your contact info.