Ep. 16 - The Future of Estate Planning One Platform Every Advisor Needs with Carter Wilcoxson

What this episode covers

📲🚀 Schedule a free consultation with our team today!https://americanira.com/consultUnlock the Great Wealth TransferDiscover how trillions in generational wealth are shifting hands and how advisors can stay at the center of that conversation. Carter breaks down proven ways to keep client families engaged across generations using a compliant, tech-powered estate planning system that advisors can easily integrate.Turn Estate Planning into GrowthLearn how advisors are using ePIC’s turnkey estate planning platform to host high-converting workshops, generate more first appointments, and retain more assets under management. Carter shares real-world results and explains how adding attorney-supported estate solutions can become a major growth engine for your practice.Simplify Compliance, Scale SuccessGet an inside look at how ePIC’s ecosystem is complete with attorney partnerships, marketing tools, and onboarding support that helps advisors streamline operations without losing compliance. Carter reveals how this scalable model allows advisors to focus on relationships while the system handles the complexity.📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3

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