Willing Wisdom IndexTM Company Details: 7 Social Audience

Willing Wisdom IndexTM Overview

Headquarters: Mono, Ontario, Ca
Website: www.willingwisdom.com
Industry: Financial Services
Employees: 6
Founded: 2007
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

estate planning resource sales wedge client retention tool add value to client relationships client acquisition HNW client acquisition Building a book of business advisor marketing resource digital marketing tool for financial advisors

About Willing Wisdom IndexTM

The Willing Wisdom Index is the ultimate estate planning checklist. Financial advisors share this digital tool to help educate their clients on the importance of writing a will, Power of Attorney and Health Care Directive. The digital checklist takes clients 10 minutes to complete. They immediately receive a 15 page branded report that includes the advisors's name, firm name and phone number.