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Are you looking to make a deeper connection with your clients? Do you want to be more than someone who just sells services to your clients? Would you like to build a relationship that makes you a real trusted advisor? Tune in to legacy leaders to hear from top industry thought leaders about the latest programs, strategies, and tools to build your business and become a legacy leader.
Stan Miller is a pioneer in living trust planning and for decades has helped his clients create the right building blocks to secure their financial futures. Stan is a highly sought-after speaker, author and professional, advising thousands of clients and helping protect more than $4.5 billion in assets.
From your first podcast listen, you will know Stan Miller and Legacy Director, Katie Beth Hand are the perfect complement as co-hosts as they interview thought leaders and influencers from the world of estate and financial planning. The guest list includes attorneys, financial advisors, travel experts, health professionals and others with advice on the best tools and services to boost business, serve clients better and build your own legacy. Stan and Katie Beth want to show you how to create meaningful legacies for your clients. Find out here on Legacy Leaders.
Learn more about your ad choices. Visit megaphone.fm/adchoices
5
44 ratings
Are you looking to make a deeper connection with your clients? Do you want to be more than someone who just sells services to your clients? Would you like to build a relationship that makes you a real trusted advisor? Tune in to legacy leaders to hear from top industry thought leaders about the latest programs, strategies, and tools to build your business and become a legacy leader.
Stan Miller is a pioneer in living trust planning and for decades has helped his clients create the right building blocks to secure their financial futures. Stan is a highly sought-after speaker, author and professional, advising thousands of clients and helping protect more than $4.5 billion in assets.
From your first podcast listen, you will know Stan Miller and Legacy Director, Katie Beth Hand are the perfect complement as co-hosts as they interview thought leaders and influencers from the world of estate and financial planning. The guest list includes attorneys, financial advisors, travel experts, health professionals and others with advice on the best tools and services to boost business, serve clients better and build your own legacy. Stan and Katie Beth want to show you how to create meaningful legacies for your clients. Find out here on Legacy Leaders.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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