A step-by-step checklist to guide your client conversations
This playbook is inspired by the guide used by Steve Lockshin and his firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world. Download the playbook now to learn how to
- Deliver differentiating value with estate planning,
- Engage new clients in estate planning, including specific questions to ask,
- And set clear expectations for yearly maintenance.
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