In our teaching and speaking with thousands of successful advisors, we have found there are three common obstacles when facilitating exit planning as part of their practice: getting past the wall; keeping your bread and butter; and getting caught not knowing. Join Joe and Shelley as they share game changing insights that will help you not only find the answers to what the client called about but also the true drivers “Behind the Conversation.” Get to the heart of what it’s really about and your client’s “Summary to Action” with a timeline, milestones, commitment to the first step, and dedication to completing your process. With commitment to your methodology, clients will feel a facilitated sage wisdom supported by you, their lifelong advisor.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)
Presented by Joseph Strazzeri, Esq. and Shelley Lightfoot