Episode 02 with Cory Sims

Takeaways

• Advisors who only build a relationship with the primary client are exposed. When that relationship ends, the assets often leave with whichever advisor the surviving spouse or heirs actually know.
• Estate planning delayed has a real cost: a family's late start on a Medicaid protection trust can erase years of what was meant to pass to the next generation.
• There's a "second wave of grief" that hits families once the estate work finally closes, often stronger than the first, because that's when there's finally room to feel it.
• Younger clients are frequently more comfortable planning for death and money than their parents' generation, reversing where advisors expect resistance to show up.
• Technology should support the relationship, not replace it.

Chapters

1. 00:00 — Generational Perspectives on Estate Planning
2. 03:14 — Cory's Journey in Financial Planning
3. 06:00 — The Emotional Impact of Estate Planning
4. 08:45 — Building Relationships with Beneficiaries
5. 11:58 — The Importance of Open Conversations
6. 15:12 — Establishing Deeper Client Relationships
7. 18:05 — Leveraging Technology in Client Management
8. 20:53 — Purpose Beyond Wealth
9. 24:07 — Financial Literacy and Education
10. 27:13 — Legacy and Personal Reflections