Do you get clients dragging their heels when it’s time to give you their estate planning instructions? 

It slows things down, and eats in to your profit margin. 

In this episode, Tara and Carrie dive into strategies for managing client overwhelm and turning the instruction-giving process into a smooth, stress-free experience.  

Join us for actionable insights to help you create an estate planning experience that leaves clients feeling confident, supported, and ready to move forward. 

And even better – keeps your estate planning matters fast and profitable. 

Download our list of the Top 10 Mistakes when nominating Financial Controllers here.