Traditional Estate Planning Has Failed- Rick Randall – Episode 011

On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Rick Randall, an advisor in the estate planning world. They discuss the new ways of approaching advisor-client relationships, and explain why advisors should collaborate, not compete.

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Links in this Episode:
The Summit – www.TheSummit4Advisors.com
Kolbe Assessment- Kolbe.com

Show Notes:
00:00 Intro
00:52 Advisor in the estate planning world
01:17 How traditional estate planning has failed
01:43 We want to work collaboratively with financial advisors
02:03 17 for 17- 17 Estate Planning Alternatives
05:30 We want to help you update and do active review on your estates
06:46 Strategic Coaching and what it’s taught Rick
07:51 Develop ways to create a blended process for the client
10:15 Our Philosophies and Processes
12:41 One stop shopping, holistic planning
16:44 We custom design our process depending on the advisor
17:48 Planning for the next generations
19:15 Lifespan trust continuum
20:06 Rick will talk at the Summit