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Horsesmouth Essential: A quick review of estate-planning documents can help you in three important ways. One, you'll identify the correct account registrations and flag any beneficiary issues. Two, you'll uncover all of a new client's assets. Three, you'll cultivate relationships with a great referral source: estate-planning attorneys.
When seeking new clients, look beyond income and net worth to hone in on specific client needs in the estate-planning realm. Here are some good examples of where to focus.
Horsesmouth Essential: Instead of questioning clients and prospects about their estate-planning needs, ask them what kind of mark they want to leave on the world and on their children. A legacy planning approach will generate a much better response than any estate-planning inquiry can do.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024