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1 event,
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You asked for more time, and we listened. Conversations That Close – Focus Group is an extended, interactive follow-up to our Conversations That Close series, built for advisors who want to go deeper with our featured guests. Instead of watching from the audience, you're part of the conversation, bringing your own questions, challenges, and real ... Read more |
1 event,
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This session breaks down the attorney walkthrough: the moment you bring the client and the estate planning attorney together to walk through the recommended strategy, a trust-based approach, with the attorney handling the technical detail while you lead as translator. Done right, this meeting accomplishes two things at once: the client and attorney build real ... Read more |
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