Protection strategies are the “glue” that holds a plan together when illness, disability, care needs, or death disrupt it. The advisors and institutions most likely to gather and retain assets are those that ask better questions, uncover and solve for risks before they become crises, involve the family, and coordinate the right expertise.

In part two of this discussion, we cover how to get more advisors to utilize protection strategies, effective discovery, and leadership’s role in institutionalizing the critical practice of asset protection.

Listen in as our panel digs into these important challenges.

• Jeffery Roy – Hancock Whitney
• Russ Harton – Cetera
• Alex Sarafianos – Regions