Our clients want us to connect with them on a deeper level, but most of us are reluctant to open the door to these deeper conversations because connecting on that level can be uncomfortably personal and sometimes a bit scary. We’re also reluctant because we don’t know what to do next after we discover the client’s genuine interest.
The message these tools convey is unique and compelling. It will have an appeal to audiences who would otherwise have little interest in a presentation on financial products or legal solutions. This book and the companion tools we have created will provide you with a powerful tool kit that will give you the skills, confidence and solutions you need to move your practice to a whole new level—a Legacy Level.