AdviceTech Podcast #37 – Yodal – Time-codes

0:00 – Intro
6:58 – The emotional side of estate planning.
12:55 – Where Yodal sits in the financial planning space.
15:09 – Where the advisor fits in.
19:35 – How to extract more value out of your assets.
26:02 – The balance between legal advice and estate planning.
31:31 – Being open and fair with your clients.
39:24 – Yodal’s intergrations.
51:32 – Peita’s thoughts on Yodal.