Christopher is a certified financial planner with over thirty years of experience helping small business owners, retirees, and families in achieving their financial goals and objectives. As the founder and principal of Elliott Wealth Management Services, LLC, with offices in Madison, Connecticut and Summerfield, Florida, he is committed to devoting as much time and effort as possible to clients to explain financial concepts, strategies, and investment alternatives in a way that is easily understood. Christopher is also the host of the Simply Financial Podcast.

Listen to this informative Your Life. Your Legacy. episode with Christopher Calandra as we talk about getting to know your clients well, as well as his tips for opening the door to client relationships. Christopher will also discuss the value of a good financial advisor relationship and the advantages of using technology for negotiation.

Here is what to expect on this week’s show:

·        One of the ways you're able to help clients is by getting to know them. Communication and sharing your philosophies with them will increase the likelihood of them sharing their ideas with you.

·        Authenticity, open-ended questions, and regular discussions about important topics as they develop and life unfolds allow open dialogue with clients.

·        The key to serving your clients well is a good relationship between financial advisors and estate planning attorneys.

·        Consider starting your own podcast if you're an estate planner, CPA, or professional. It will add credibility to your brand and help you attract and retain clients.

Connect with Christopher Calandra: 

LinkedIn: https://www.linkedin.com/in/christophercalandra/ 

Website: https://elliottwealth.com/about-us/our-team 

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ 

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/ 

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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