Take our quiz to find out how.
How strong are your connections with your clients? Take a moment to reflect on the statements below, and we’ll point you to helpful resources that may enhance your value.
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 practice.
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.