In this episode of the Cannon Curve, Phil is joined by long-time friend John Yackel, Chief Executive Officer and Co-Founder of Trucendent. For his entire career, John has focused on providing solutions for financial advisors. Formerly, he was Head of Strategic Initiatives and Institutional Business Development for Envestnet.

Listen in to hear John unpack the democratization of estate planning, the importance of conversational competency and multi-generational client relationships, and why the difference is not in technology alone but the combination of art and science.

Resources:

John Yackel LinkedIn - https://www.linkedin.com/in/john-c-yackel

Trucendent Website - https://www.trucendent.com/

Complimentary Trucendent Webcast Growing Your Practice With Trust & Estate Planning on August 31st (1.4 CE Credits) - Webcast Registration

Complimentary Cannon Financial Institute Webinar Just the FACTs on September 8th - Webinar Registration

 

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