Congratulations! You’re already in
close alignment with your clients. But
trust is an ongoing journey, and new
research suggests that deepening
those relationships may be possible.
Our white paper discusses the nuances of trust and may
offer you fresh insights into this important
element of client relationships.
You’re a realist but have an open
mind. It may be that no clients have
initiated legacy planning
conversations with you to date, yet
those conversations could add value
to your client relationships.
Our short paper can help you steer
clients to rethinking your role,
and viewing you as a trusted partner.
You get it! You see the value of
discussing legacy planning, but it’s
hard to get those conversations
going. New research reveals insights
that can help you increase trust and
You may be able to achieve more successful legacy
planning discussions if you try some of the questions
listed on our Conversation Starter.
A tip of the mortarboard to you! You’re
a lifelong learner who sees the benefits
of including legacy planning in your
We offer resources that can help you feel confident
about discussing legacy planning. Start with our
insights about trust, as discussed in our white paper.