EPISODE · Sep 12, 2019 · 37 MIN
E3 - Chris Hall on the future of estate planning
from Get Ready: Before Life Happens Podcast · host Tony Steuer / Chris Hall
Send us Fan MailWelcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds.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. Connect with Chris Hall:LinkedIn: https://www.linkedin.com/in/chrisepnavigator/EPNavigator home page: www.epnavigator.comSubscribe to the GET READY! With Tony Steuer PodcastBuzzsprout: http://www.buzzsprout.com/530449YouTube: https://www.youtube.com/channel/UCLFLB1LrzEHs0q6LXehCBqAAbout The GET READY! with Tony Steuer Podcast: On the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives. Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
Embed this episode
What this episode covers
Send us Fan Mail Welcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. 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 peop...
Ready to play
E3 - Chris Hall on the future of estate planning
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.