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3 Ways Advisors jumpstart conversations about Wills Trusts and other Enhanced Planning Matters
Should enhanced planning be a part of your client conversations? Yes, yes it should, just like Social Security is the foundation for every great retirement income plan.
Why? Simple, it's a HOT TOPIC and not just for the Wealthy.
Guiding your clients decisions about how to transfer assets to the next generation can help to generate more referrals, attract higher net worth clients and keep beneficiaries as clients.
In this video we dig into 3 (8) ways advisors can jumpstart conversations about Wills, Trusts, and Enhanced Planning Matters.
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By Dustin HawksShould enhanced planning be a part of your client conversations? Yes, yes it should, just like Social Security is the foundation for every great retirement income plan.
Why? Simple, it's a HOT TOPIC and not just for the Wealthy.
Guiding your clients decisions about how to transfer assets to the next generation can help to generate more referrals, attract higher net worth clients and keep beneficiaries as clients.
In this video we dig into 3 (8) ways advisors can jumpstart conversations about Wills, Trusts, and Enhanced Planning Matters.