Case Study: Encompass Financial Planning drives referrals and new AUM with Wealth.com

Encompass Financial Planning turns 90-minute estate plans into new AUM with Wealth.com

Encompass Financial Planning, a holistic financial planning firm serving women navigating life transitions, faced the challenge of having to refer clients out to attorneys for estate planning. This process risked losing control of critical educational conversations and hindered their ability to build deep, trusting relationships with clients who specifically sought understanding and guidance. The vendor, Wealth.com, provided a solution to bring this service in-house.

By implementing the Wealth.com platform, Encompass was able to act as a coach and educator throughout the estate planning process. The solution from Wealth.com led directly to new referrals and significant asset growth, including winning a high-six-figure client relationship. It transformed client conversations, built greater trust, and became a key differentiator that helped the firm secure new holistic planning clients.

Encompass Financial Planning