Trusts & Estates
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Trusts & Estates
Thought Leader Series: Deepening Client Relationships with Life Planning
Authentic relationships are the key to healthy and thriving lives and businesses. The new paradigm in the advising and estate planning professions is Life Planning.
- Listening skills and goal exercises from the Seven Stages of Money Maturity workshop.
- The EVOKE® method, a paradigm-shifting technology that allows you to uncover your clients’ most profound, meaningful, exciting and fulfilling aspirations and engage them in the work of creating their own vibrant futures, living their legacies based on a solid financial architecture.
- How Life Planning makes an advisor’s practice richly fulfilling.
- Integrate a client’s life and legacy vision with practical financial strategies
- Building deeper longer-lasting relationships with clients
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