Normally when Jeffrey and Ann talk about “Getting to YES,” they are referring to the non-technical stuff – like when to speak and when to listen. While those insightful nuances will always help your prospects become more compelled to work with you, you still need the technical knowledge to be invited to the conversation. For your practice in 2022, consider incorporating Irrevocable Trusts, which means revenue to you starts now and continues annually for 20-50-365 years. Join Ann and Jeff to learn more about these custom structures that potentially save HNW families millions in income and estate taxes.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)
Presented by Ann Rosevear, JD and Jeffrey Dunham