03/30/2026
Estate Planning as the Ultimate Client-Stickiness Tool
Estate planning has evolved from a niche offering to a core service for modern advisory firms. Tony Stich, chief marketing officer at Moran Wealth Management, says technology has made it accessible to clients across the wealth spectrum. He explains how it fuels organic and generational growth, protects assets under management by engaging heirs, and builds deeper client loyalty than investment management alone.
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Technology makes estate planning accessible across wealth spectrum while protecting AUM and creating deeper client bonds than investing