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More Than Assets is looking for the advisors who picked up the phone, the families who lived what came after, and the people building the tools underneath it all.

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One relaxed thirty-five-minute conversation, with questions tailored to your practice and the families you've walked through it.

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Independent advisors, planners, and the people building the tools they rely on. A small audience, and exactly the one that matters.

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Meet the host

Eron Bucciarelli · Chief Product Officer, BeyondWill

Eron has spent years building the tools advisors quietly count on when estate planning stops being a document and becomes a family's reality. On More Than Assets, he sits down with the advisors on the front lines and the people building the platforms behind them.