Get Ready with Chris Hall: The future of estate planningJan 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.
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Connect with Chris Hall:
EPNavigator home page: www.epnavigator.com
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.