Fintech Mini-series: Better Partnerships With Estate Planning Attorneys (For Better Customer Experiences!) With David Zumpano (Ep. 360)

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It’s common for financial advisors to collaborate with estate planning attorneys (EPAs).

Partner with the right EPA, and you’ll get more referrals, enhance your value proposition, and provide a better client experience!

In this episode, Matt Halloran talks to David Zumpano, founder of Lawyers With Purpose and co-founder of Guidr. David talks about strategies, including a proprietary relationship management system, to create partnerships between advisors and attorneys that improve the client experience.

David discusses:

  • Lawyers With Purpose’s three-point system for building relationships
  • Little-known factors that make a great advisor-attorney relationship
  • Co-branding and joint prospecting strategies to expand your visibility
  • Tips (that anyone can use) to turn C-level clients into A-level clients
  • And more


Connect With David Zumpano:

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About Our Guest:

In 1995, David founded The Estate Planning Law Center, David J. Zumpano CPA, Esq., which has served as a “model firm” for more than one thousand estate planning law firms nationwide. In 2000, Dave introduced to the estate planning industry, the IPUG® Protection Trust, a whole new genre of trust for asset protection and Medicaid planning. In 2001, Dave founded Medicaid Practice Systems, LLC (MPS) and is credited as the founder of the Medicaid Practice for lawyers in America. In 2013, Dave provided the first cloud-based Law Practice management system integrated with documentation creation software for estate, Medicaid, and asset protection planning law firms. In 2021, Dave’s newest innovation, Guidr™, a digital, easy-to-use client interface platform was released to lawyers, digitizing how lawyers communicate with clients.

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