More Than Assets
The balance sheet was never the client.
What a client leaves behind is more than assets, and almost none of it is in the will. There is a human side to estate planning — relationships, obligations, decisions nobody prepared for — and it never shows up on a statement.
This is a show about the people who handle that part. The financial advisors on the front lines, walking families through the mess. And the platforms they quietly count on when the work gets real.
Featured
Cory Sims
Managing Member, Sims Investment Management, LLC
Episode 02 of More Than Assets is live with Cory Sims, Founder and Managing Member at Sims Investment Management. Cory makes a case that should make every advisor pause: you don't have a relationship with the beneficiaries; you're just renting your AUM. After building a practice of over 600 households in Cincinnati, he's watched what happens when advisors only know the client, not the people who eventually inherit from them. We also get into the "second wave of grief" that hits families months after a death, and why it's often his clients under age 40 who have their estate plans more buttoned up than their parents do.
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The stories
What actually happens to a family when the plan meets reality. Told by the people who were in the room.
The advisors
The ones who decided that showing up for the family was the job, not an add-on to it.
The stack
The tools underneath all of it, and the people building them. Because none of this happens by hand anymore.
All episodes
Episode 02 with Cory Sims
Cory Sims · Managing Member, Sims Investment Management, LLC
Episode 02 of More Than Assets is live with Cory Sims, Founder and Managing Member at Sims Investment Management. Cory makes a case that should make every advisor pause: you don't have a relationship with the beneficiaries; you're just renting your AUM. After building a practice of over 600 households in Cincinnati, he's watched what happens when advisors only know the client, not the people who eventually inherit from them. We also get into the "second wave of grief" that hits families months after a death, and why it's often his clients under age 40 who have their estate plans more buttoned up than their parents do.
· 31:22
Episode 01 with James M. Cantwell
James M. Cantwell · Founder & RIA Tech Simplifier, WealthTech Select
James Cantwell shares his journey in the fintech space, highlighting the challenges of tech adoption and implementation. He also discusses the concept of the great wealth transfer and the role of AI in cultivating client relationships. The conversation covers the use of AI in financial advising, the challenges of implementing technology, and the importance of purposeful decision-making. It also delves into the concept of legacy and the significance of personal stories and values. The conversation concludes with a discussion on the power of optimism and the impact of personal mindset on daily life.
· 37:42
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Presented by BeyondWill
More Than Assets is brought to you by the team at BeyondWill, the estate planning platform built for independent advisors. BeyondWill turns a one-time document into an ongoing part of the client relationship, so advisors see life events as they happen and keep the family when the wealth moves.
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