{"podcast":{"title":"The Practical Planner","slug":"the-practical-planner-6675551","podcast_index_feed_id":6675551,"rss_url":"https://api.riverside.fm/hosting/XvPLrFdN.rss","website_url":"https://www.wealth.com/the-practical-planner","image_url":"https://hosting-media.riverside.com/media/podcasts/db6eb92d-4317-48eb-8734-e316c9dd7fa3/logos/958021e9-ab02-476d-9bf5-d8f0ce3dcf87.png","author":"wealth.com","episode_count":67,"summary":"Let's reimagine estate planning together. We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process. What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies). The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovative technology. Thomas Kopelman is the Head of Community at wealth.com, and was named as a Top 100 Advisor by Investopedia in 2022 and 2023, 2023 Young Advisor to Watch, and Top 23 Millennial Financial Adv…","last_synced_at":"2026-07-18T20:18:58.734520+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551"},"episode":{"title":"How to Create Stickiness as an Advisor, for the Post-Death of Clients","slug":"how-to-create-stickiness-as-an-advisor-for-the-post-death-of-clients","published_at":"2026-07-17T20:22:39+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551/how-to-create-stickiness-as-an-advisor-for-the-post-death-of-clients","show_page_url":"https://stenobird.com/podcast/the-practical-planner-6675551","url":"https://api.riverside.com/hosting-analytics/media/2ed34df71eee1535bfdd0ea29ea4df1f90f4a29cd50e7ff8b3cd4daa3a33d52d/eyJlcGlzb2RlSWQiOiI0ODgzZjU1Yi01ZjIxLTRjMTMtYjE2YS02MWQ1MDhkMDczZWMiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmE1YTNmODUyMDcyOTFjY2IxODVkZWI0L3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTctMTdfXzE2LTQzLTE3Lm1wMyJ9.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/2ed34df71eee1535bfdd0ea29ea4df1f90f4a29cd50e7ff8b3cd4daa3a33d52d/eyJlcGlzb2RlSWQiOiI0ODgzZjU1Yi01ZjIxLTRjMTMtYjE2YS02MWQ1MDhkMDczZWMiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmE1YTNmODUyMDcyOTFjY2IxODVkZWI0L3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTctMTdfXzE2LTQzLTE3Lm1wMyJ9.mp3","summary":"Being named in the trust feels like job security — until you realize it can be undone with a signature. In this episode, Thomas Kopelman, Anne Rhodes, and Lisa Weigel break down why advisors who chase trustee or \"Investment Advisor\" titles to lock in assets often take on fiduciary burdens and conflicts without the retention they expected. They unpack how modern trust codes split the trustee role, why self-dealing and prudent-investor rules complicate serving the trust, and where lasting stickiness actually comes from: the spouse, the beneficiaries, and the trustee who can choose to keep you on. From conflict traps to flexible trust design, this is a candid look at earning the next generation's business before the transfer happens.","meta_description":"Being named in the trust feels like job security — until you realize it can be undone with a signature. In this episode, Thomas Kopelman, Anne Rhodes, and…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1306,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/how-to-create-stickiness-as-an-advisor-for-the-post-death-of-clients/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-practical-planner-6675551/how-to-create-stickiness-as-an-advisor-for-the-post-death-of-clients.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}