Our short quiz assesses your comfort level with the skills needed to take on a trusted role in legacy planning.
This in-depth white paper examines that nuances of trust. Your empathy can increase the “affective trust” clients have in you.
Initiating a legacy planning conversation with clients can be tricky. This document suggests approaches for breaking through.
This two-page document explains the opportunity to move beyond transactional relationships to play a more significant role with clients.
Gain insights into how differing perspectives and biases may hamper our ability to truly connect with clients.