The traditional process for obtaining a prospective client’s financial data typically gets bogged down with details and can actually inhibit an advisor from connecting meaningfully with a new client or prospect.
Friday, June 17 at 4 p.m. EDT
Your processes for client-intake and prospect discovery do not have to be that way.
At this session, you’ll learn about a streamlined approach to client intake in estate and financial planning engagements that helps advisors:
· uncover a client’s core values, interests, and aspirations in 60 minutes
· deepen client relationships
· attract in new clients
Guest speaker Mark Colgan, CFP® is a nationally recognized legacy planning expert and president of Plan Your Legacy, LLC. Inspired by the challenges he faced as a widower, he authored The Survivor Assistance Handbook and created www.planyourlegacy.com, a turnkey, advisor-centric program that preserves client values, memories, and final wishes to leave loved ones with clarity and inspiration