Webinars

[Estate Planning] The #1 Niche for Advisors Right Now + A 60 Day Roadmap to Activate It

Right now, two major shifts are reshaping how advisory firms grow: the Great Wealth Transfer and the rise of AI-powered search. Prospects are no longer simply searching for a financial advisor. They’re searching for a professional who can help them both manage AND protect their financial wellbeing (and they’re using AI answer engines like ChatGPT and Claude to help them).

What’s sitting at the center of this opportunity for advisors? Estate planning.

New 2026 research found that more than two in three advised clients would consider switching to an advisor who offers estate planning. Pair this with recent data that shows 64% of Americans said they want to know an advisor’s areas of specialization before making contact…and boom, you’ve got a dynamite opportunity for financial advisors.

If you’re not moving towards adding estate planning to your list of specialties in your advisory practice, your competitors will.

Already have a niche? It can help you deepen it and give clients another compelling reason to choose you.

Don’t have one yet? This can become one.

The reality is, when a prospect asks ChatGPT or Gemini for an advisor who understands their exact needs, a broad “we help everyone with everything” message gives those tools very little to work with.

So we’re actually doing something about it. Introducing the 60-day estate planning niche roadmap.

What Most Advisors Get Wrong About Estate Planning

• Start legacy conversations that open doors (without crossing legal lines).
• Stay front-and-center through the Great Wealth Transfer.
• Plug into a proven system used by top-performing advisors.

Estate Planning, Solved. One Stop for Advisors

Most advisors skip estate planning because it feels complicated. ePIC makes it simple!

In this session, ePIC Services Company joins Auxani to showcase how advisors can turn estate planning into a reliable growth engine.

We provide the marketing you need to get started and spark conversations, the training so you know exactly how to implement estate planning into your daily operations, and the Outsourced Estate Planning Team (OEPT) that guides your clients from start to finish.

Why Connecting With The Kids Is Bound To Fail

The truth is, “connecting with the kids” isn’t a retention strategy. During the Great Wealth Transfer, 70% of widows fire their advisor, and most heirs already have their own.

This session will show you the only proven way to retain assets:

• Why estate planning (not product sales) builds lasting trust

Break the Sea of Sameness

Equip distribution leaders with a turnkey, compliant estate-planning system that differentiates their advisors, drives net new client acquisition, and improves multi-generational retention – without asking advisors to manage client estate plans or build new internal infrastructure.

Most advisor channels look and sound the same, limiting growth. Organizations that standardize Trust Investment Advisor (TIA) status and deploy an OEPT (Outsourced Estate Planning Team) model create a durable moat: they win new households, keep assets at transition, and maintain advisor centrality across generations.