Brent chats with Geoff Grenert about how to help client understand complicated ideas as part of their planning. They discuss the challenge of explaining things simply, helping people overcome their own fears, and ultimately helping people make wise decisions. They also talk about their processes for creating and delivering the message their clients need to hear.

Geoff, Cypress Strategies founder, has worked with affluent families and businesses since 1997 in the area of legacy planning. He helps his clients crystallize their goals and objectives from a family, business and personal perspective. Together with his support staff and the clients advisors he creates a synergy of talent, education, and resources; providing a dynamic team approach in creating and implementing innovative and efficient planning solutions.

Geoff brings years of experience in the design and acquisition of large life insurance policies. Because of his knowledge, trust offices, accounting firms, and tax attorneys seek his advice.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/