“Who’s the villain?”
This is a fun question I’ve started asking myself… In each story, who’s the villain?
In the 2025 version of the AdvisorTech Book, the legacy players with expensive, outdated tech and large market shares — combined with low satisfaction scores— were the villains.
I might have just figured out who the 2026 villains are…
But before I get too far off-topic, Estate Planning is the subject of today!
The villain being “PROCRASTINATION.”
Sometimes procrastination is due to a lack of clarity, or an overly complicated process, or thousands in legal fees.
Good News is… EncorEstate Plans helps with all of that.
To make you (the trusted advisor) help your clients fight the dragon of procrastination in getting their estate plan done, updated, or across the finish line.
At 22:20, we talked about the Estate Planning landscape:
Shown another way:
EncorEstate helps you collaborate with your clients throughout the process to make it as easy and informed as possible.
At 37:27, we have a quick demo of the platform including the free resource library available to any advisor.
Feel free to join the conversation here:
To Epic Human Stories,
Joe
P.S. Part II of The Ultimate AdvisorTech Stack for 2026 coming soon!
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