Resources

Blog

External Articles

INSIGHTS

Featured Resources

Show All

Blog

External Articles

Blog
Estate Planning

Here’s Why More than 65% of Your Customers Have Not Created a Legally Valid Plan to Distribute their Wealth When They’re Gone

May 5, 2022
1 MINUTE READ TIME
5 Reasons People Fail to Do any Estate Planning There’s a huge number of your customers and clients who haven’t created a viable plan to distribute their wealth when they are gone. In fact, 65% of American adults have not created a viable plan to distribute their wealth.
Read More
Blog
Asset AllocationAsset RetentionCustomer Engagementestate and legacy planningEstate Planningfinancial advisorsfinancial planningInvestment Planning

Preserving Trust and Legacy: The Vital Role of Estate Planning for Financial Advisors

October 17, 2023
1 MINUTE READ TIME
For financial advisors, one truth stands out above all others–trust is paramount. Clients entrust their financial legacies to you, and it’s your responsibility to guide them in safeguarding their family’s future. A profound way to foster trust and demonstrate commitment is by helping clients develop and comprehend estate planning strategies. This blog post will explore […]
Read More
Blog
Asset AllocationAsset RetentionCustomer EngagementEstate Planningfinancial advisorsfinancial planningGen XInvestment Planning

Asset Retention & The Benefits of Modernized Estate Planning

September 27, 2023
1 MINUTE READ TIME
Wealth advisors are entrusted to protect their client’s assets and financial legacies for future generations, and modern estate plan software plays a pivotal role in helping firms achieve this goal. Your firm has likely developed an offering stack that serves the client’s best interests, aiming to diversify revenue streams, bolster loyalty, and increase customer share […]
Read More
Blog

How to Bequeath Sentimental Items in a Way that Sidesteps Contention and Family Strife

July 7, 2022
1 MINUTE READ TIME
Tips to Help You Bequeath Items in a Way that Avoids Family Conflict We’ve seen the portrayals in the media of family members fighting over sentimental items after a loved one’s death. These scenes aren’t totally from fantasy–it does happen in real life! However, more importantly, we all have something to pass on and planning […]
Read More
Blog
Asset AllocationCustomer EngagementCustomer Serviceestate and legacy planningEstate Planningfinancial advisorsfinancial planningInvestment Planning

How Financial Advisory Firms Use Estate Planning Services to Grow Their Business

October 10, 2023
1 MINUTE READ TIME
As the number of people searching for estate planning guidance is on the rise, advisory firms looking to impact the growth of their businesses are seeking partnerships with the best estate planning software providers. Adding estate and inheritance planning to your portfolio will position your firm as the go-to source for financial guidance and unlock […]
Read More
Blog
estate and legacy planningEstate Planningfinancial advisorsfinancial planningGen X

Digital Marketing for Financial Advisors: 5 Ways to Build Credibility

August 15, 2023
1 MINUTE READ TIME
Digital marketing for financial advisors continues to be one of the most effective ways to attract, engage, and retain clients. Digital channels such as websites, social media, mobile apps, email, and search engines provide financial advisors with a wealth of opportunities to reach a wider audience, build credibility with clients, and establish themselves as reputable […]
Read More
External Articles
Estate PlanningForbes

Why Prioritizing Personal Wellness Can Be A Win For Institutions, Customers, And Employees

May 21, 2022
1 MINUTE READ TIME
This article was originally published in Forbes on April 18th, 2022. The Covid-19 crisis spawned severe and synchronized economic scarring worldwide, leaving a $16 trillion price tag in its wake. But it is the human scarring that has been its most sizable consequence—the disappearance of over 3 million lives translated as 20 million years of life lost. The impacts of such an unprecedented crisis on personal wellness are here to stay.
Read More
Blog

No Estate Plan? Why You Should Care About the Consequences!

July 21, 2022
1 MINUTE READ TIME
5 Huge Consequences for You and Your Family by Not Having an Estate Plan There are a lot of excuses that people have for putting off estate planning. Some think they are too young and have plenty of time to worry about estate planning later. Others think they just aren’t wealthy enough to need estate […]
Read More
Blog
Asset AllocationAsset RetentionCustomer Engagementestate and legacy planningEstate Planningfinancial advisorsfinancial planningInvestment Planning

Why Executors & Advisors need to be concerned about undue Influence leading to (financial) elder abuse

October 27, 2023
1 MINUTE READ TIME
The Problem The population in the U.S. is aging rapidly with the 65+ age group poised to double within the next 20 years. An unwanted, yet invariable side-effect is that the occurrences of (financial) elder abuse will also experience a remarkable increase. As the level of incapacity progresses among the seniors in our population they […]
Read More
External Articles

OneDigitalTrust named in Top Twenty Most Promising Technology Companies in 2022

July 14, 2022
1 MINUTE READ TIME
OneDigitalTrust was selected and featured by SiliconIndia magazine in their 2022 siTech20 issue which showcases the twenty most promising technology companies in the US which are founded and managed by Indians in the US. Click here to read the article in the digital issue on the publisher’s website. Subscribe To Our Newsletter
Read More
Blog
estate and legacy planningfinancial advisorsfinancial planningGen X

Untapped Potential: The Importance of Attracting Gen X Clients for Financial Advisors

July 25, 2023
1 MINUTE READ TIME
As a financial advisor, tapping into different client demographics is crucial for building and maintaining a successful financial practice. While most firms’ primary focus is on Millennials and Baby Boomers, there is a significant untapped market that is often overlooked: Generation X. In this blog post, we will explore how to get clients as a […]
Read More
Blog
estate and legacy planningEstate Planningfinancial advisorsfinancial planning

Elevate Your Practice: Six Strategies to Expand Your Financial Advisory Firm

August 8, 2023
1 MINUTE READ TIME
As a financial advisor, you understand the importance of continuously growing your client base. After all, a flourishing clientele not only brings financial rewards but also positions you as a trusted expert in your field. In this blog post, we will explore how to grow your client base as a financial advisor with effective marketing […]
Read More
Blog
Case studydigital vaultend of lifeEstate Planningfinancial planningguardianshipMENTAL HEALTH

Inheritance Planning Crossword Puzzle #1

August 11, 2022
1 MINUTE READ TIME
5 Reasons People Fail to Do any Estate Planning There’s a huge number of your customers and clients who haven’t created a viable plan to distribute their wealth when they are gone. In fact, 65% of American adults have not created a viable plan to distribute their wealth.
Read More
Blog
Estate PlanningMENTAL HEALTH

What you should do to protect a loved one with dementia

March 28, 2023
1 MINUTE READ TIME
5 Reasons People Fail to Do any Estate Planning There’s a huge number of your customers and clients who haven’t created a viable plan to distribute their wealth when they are gone. In fact, 65% of American adults have not created a viable plan to distribute their wealth.
Read More
Blog
Estate Planningfinancial advisorsfinancial planning

6 Ways to Accelerate Your Financial Advisor Marketing Plan

July 11, 2023
1 MINUTE READ TIME
As a financial advisor, you know that the industry is highly competitive. To stand out in this crowded marketplace, it’s essential for you to create a strong financial advisor marketing plan that sets your firm apart from its competitors. This article will explore six creative and innovative ways to help attract more clients while providing […]
Read More
Blog
estate and legacy planningEstate Planningfinancial advisorsfinancial planning

How to Sell Estate and Legacy Planning to Your Financial Advisory Clients

June 27, 2023
1 MINUTE READ TIME
As a financial advisor, you hold a unique position of trust, ensuring your client’s current and future financial health. Yet, as the US moves towards its most significant wealth transfer in history, over 70% of Americans are without a valid estate plan –leaving families at risk and potential wallet share at the door. In this […]
Read More
Blog

Avoid Headaches from Settling an Insolvent Estate

July 14, 2022
1 MINUTE READ TIME
4 Challenges for the Executor when Administering an Insolvent Estate Debt is a part of life for the majority of us. As an executor, settling debts on behalf of the deceased can be a burdensome task, especially when it is a loved one that the executor just lost. However, that task can become all the […]
Read More
Blog
estate and legacy planningEstate Planningfinancial advisorsfinancial planningGen XInvestment Planning

From Pixels to Prosperity: How Financial Advisors Level Up With Estate Planning

August 22, 2023
1 MINUTE READ TIME
How Financial Advisors Can Enhance Their Digital Footprint Establishing a strong online presence is paramount for financial advisors seeking to expand their reach and grow their client base. Leveraging estate planning services can be a game-changer in boosting your digital footprint and attracting prospective clients. In this blog, we will explore how financial advisors can […]
Read More
Blog

The Most Valuable Part of Your Estate Plan: Your Story

July 28, 2022
1 MINUTE READ TIME
Plus How to Get Started on Preserving Your Life Stories The things we leave behind aren’t the only things that matter when we pass away. What is just as, if not more, important is the legacy we leave behind. Think of it this way, what will happen to your life stories when you pass away? […]
Read More
Blog
Customer ServiceEstate Planning

How Estate Planning Can Help Institutions Win the Loyalty of Customers & Employees

May 21, 2022
1 MINUTE READ TIME
Deliver More for Your Customers and Employees with Affordable Access to Estate Planning Estate planning is an essential part of planning for the future, though many people fail to plan for this eventuality.
Read More
LINKS
Connect
Linkedin-in

1751 Pinnacle Drive, Suite 600
McLean, Virginia 22102. USA

Newsletter
© 2023 One Digital Trust All rights reserved.