Webinar series
Estate-led growth, live every month.
Practical sessions for independent advisors: how to open the estate conversation, stay UPL-safe, and turn plan data into pipeline. High-intent and hands-on, recordings sent to everyone who registers.
From flag to finished: fix it in the same session
Watch an Analyzer flag become a created will, trust, or updated designation in one sitting.
Episode 14 · Aug 4 · 11:00 AM ET · 30 min + live Q&A
Upcoming
Upcoming webinars
New sessions every two weeks, each one takes an idea from the series a step further.
From flag to finished: fix it in the same session
Finding the gap isn't the win, closing it is. Watch an Analyzer flag become a created will, trust, or updated designation in one sitting.
The heirs are the book: win the family before the transfer
Your best prospect already shares a last name with a client. Turn the $84T generational transfer into pipeline by creating a first plan for the next generation.
The one-person growth engine: run a book like a team
Your constraint isn't leads, it's hours. See the platform do the pre-work so a solo advisor only shows up for the conversation.
The record that protects you: risk work as fiduciary defense
The plan protects the client, the record protects you. Every resolved flag becomes a timestamped trail of fiduciary care.
The math of keeping a client: why defense beats offense
The cheapest new client is the one you don't lose. Run the retention math and see why the Risk Score pays for itself.
Serving the two-in-three: creation as your front door
Two in three adults have no estate plan. Turn plan creation into a client-acquisition tool for net-new households.
From the series
Webinar highlights
Short clips from past sessions. Watch a moment from each, then register to catch the next one live.
Find the money already in your book
The revenue hiding in plans you already have.
Make every plan a sound one
Catch what a signed plan misses, in seconds.
Read any plan in plain language
Upload one, see the gaps and the upside.
Know who to call first
The households worth a conversation today.
Turn stale documents into a call
An out-of-date POA becomes your next touchpoint.
Bring old plans current
A dusty will is a reason to reconnect.
Keep plans in step with life
A marriage is a moment to add value.
Surface the upside in old plans
Real opportunities, already on file.
Turn life events into growth
A move or a new baby opens the next conversation.
Keep clients before they drift
See who's at risk while there's time to act.
Win the next generation early
Keep the family, and the assets, close.
Bring held-away assets home
Ranked by household, in real dollars.
See the opportunity in every plan
Ranked prospects, already in your book.
Keep exploring
More ways to grow with BeyondWill
Rolling it out
How we help you introduce estate planning and roll it out, from first invite to ongoing reviews.
The client experience
Exactly what your clients experience, an estate plan they actually finish. Easy to share.
See your first signals.
Fifteen minutes is all it takes to see what’s hiding in your book.