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.
Company Details
- Founded
- -
- Address
- 307171 Hockley Rd, Mono,ontario L9w 6m8,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.WillingWisdom.com
- 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.
- HQ
- Mono, Ontario
Willing Wisdom Indextm Questions
Willing Wisdom Indextm's website is http://www.WillingWisdom.com
Willing Wisdom Indextm's LinkedIn profile is https://ca.linkedin.com/company/willing-wisdom-index
Willing Wisdom Indextm's industry is
Financial Services
Willing Wisdom Indextm's top competitors are
Broaddesk, Llc,
Brock Properties, Inc.,
Vida Y Deportes Digital And Limited Print Magazine,
Aa,
Winners Marketing Solutions,
Union Radio Digital, S.a.,
Digital Network Television,
Digital Doc Management,
Aa Audio Visual & Projector Rentals,
Digital Shopping Bd.
Willing Wisdom Indextm's categories are Financial Services
Willing Wisdom Indextm's founding year is 2007
