The estate and business-planning issues that create advanced case opportunities
How to surface problems clients already have but haven’t articulated
Talking about complexity without overwhelming or alarming clients
Framing the conversation so the client pulls the solution forward
Title:
Uncovering Need & Creating Urgency
Focus:
Developing the Need
How to surface problems clients already have but haven’t articulated
Talking about complexity without overwhelming or alarming clients
Framing the conversation so the client pulls the solution forward
Click to Register:
https://zoom.us/webinar/register/WN_nn-_AyLTR36YFbfAwOZn-w
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