Trust & Will invites you to their event
About this event
Estate planning is quickly becoming a cornerstone of comprehensive financial planning. Join Mavis Norwich, Head of Sales for Advisors at Trust & Will, to learn how our platform helps advisors deliver estate planning at scale, uncover new planning opportunities, and drive business growth.
Whether you're focused on strengthening existing relationships or expanding your reach, this session will show you how seamless and scalable estate planning can be.
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Mavis Norwich is Head of Sales, Advisors at Trust & Will, leading go-to-market strategy that helps financial advisors integrate modern estate planning into their client experience. She is passionate about building high-performing sales teams and helping advisors deepen client relationships.
Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.
