Case Study: Balance Wealth Group streamlines estate planning and boosts client trust with Wealth.com

Balance Wealth Group joins 2,000+ firms using Wealth.com to streamline estate planning

The customer, Balance Wealth Group, is a financial advisory firm whose advisor Matt Gottshall identified a significant challenge: clients consistently failed to complete the crucial action item of creating estate planning documents after meetings. To solve this persistent problem and become a true one-stop shop, the firm sought to bring estate planning services in-house and turned to the vendor, Wealth.com, for a solution.

Wealth.com provided its estate planning service, which the firm integrated into its systems. The solution empowered the advisors to facilitate the entire estate planning process for their clients easily and at a reasonable cost. This had an enormous impact, opening new doors for conversations and building substantial trust with both current and prospective clients. For Balance Wealth Group, implementing Wealth.com became an invaluable tool that has allowed them to stay competitive and provide a complete, actionable service that clients are looking for.

Balance Wealth Group