Advisor & Client Testimonials

Carter, I am now seeing all the finished work your people have done to our website and marketing material. I wanted to say to you ”JOB WELL DONE”. In my 42 years in this business this is one of the most impressive programs I have ever seen. Our team is having discussions of how to handle the volume we know this program will generate. Again, thank you for letting us be part of it.

Dear ePIC Team, I just completed the witnessing and notarization with John and Martie in my office at 3:30 pm CST today. They are happily on their way to Spain tomorrow for about 30 days. They were both over the top with tremendous enthusiasm speaking about how amazing the Outsourced Estate Planning Team was during their zoom meeting yesterday. On a scale of 1-10, they ranked both of you at about 1,000! They have some family members they are referring to us as soon as they return. I very much appreciate all of your hard work and efforts to create their trust in record time.

Carter has shown a sincere interest in my success personally and professionally, and he has been committed to utilizing both technology and sophisticated high-level strategies that can help me to have meaningful conversations with virtually any demographic of client - that means I can scale and position myself more easily with higher net worth clients. Utilizing this approach helps me to position myself as a true advisor with unique skill sets, rather than just a seller of products and services which eventually commoditizes the process and ultimately results in fee compression.

I had my first group of seminars this past Thursday and Saturday.
261 registered and 201 showed. (77%)
21 appointments and another 40 are saying call me to schedule on their green sheets.
Really happy with those results!!

Q: What made you decide to move forward with ePIC?
A: My company was no longer getting the marketing results we needed with our usual Retirement Topic Workshops like SS, Tax and Income Planning . We were looking to find something that would stand out as a critical need for our clients and prospects and we found it with Epic Services and the eState plan. We also have a bridge now to the next generation when the wealth transfer takes place because of the plan we have helped put in place.

Q: What has stood out to you about the experience so far?
A: The results have been beyond our expectations. I was impressed with how well thought out the process is with Epic and the team there was professional and diligent in the onboarding process. I feel like I have a whole new level of marketing support. And they over delivered every step of the process

Q: Any results, wins, or shifts you’ve seen in your business or client conversations?
A: We’ve seen amazing results our first workshop had over 200 new signups. The process of including Estate Planning as part of a Top Down approach to Financial Planning has reinforced our role as Fiduciaries and changed the conversation from the usual SS, tax, and risk mitigation topics to something that they have not addressed yet. It’s a conversation game changer and something they want done.

Q: Why should advisors adopt a turnkey solution like ePIC has to offer, vs. going with a do-it-yourself estate planning tool?
A: In addition to leveraging the best technology, the human element is a major part of the process in the e-state plan, Epic keeps the advisor in contact with the client without getting caught up in the minutia of the estate planning process. So you are actually monetizing the leads you are getting at every workshop with no heavy lifting before they become a financial client. That means you are getting paid to generate your own leads. We’ve looked at many other systems and none can compare to the results we are getting with the e-state plan. We know our clients are getting the best plan available and a White Glove treatment from beginning to end. That reflects on our practice and gives the client confidence to address their other concerns with us.