Strengthen Client Connections Through Legacy Planning
While including loved ones in legacy planning talks can give advisors a more complete picture of their clients’ needs, the Insights Panel explains how to approach these sensitive conversations to ensure advisors are seen as trusted experts across generations. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, and Jamie Hopkins, advisor champion and Director of Retirement Research at Carson Wealth.
- Effective Strategies to Deepen Client Relationships and Gain Client Referrals
- Update Your Outreach Tactics With These Cutting-Edge Strategies
- How to Find and Connect With Niche Clients