Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth
On Monday, we revisited Micah and special guest Rod Zeeb, CEO of The Heritage Institute, as they emphasized building genuine connections and trust with clients through estate planning. They discuss the four key things clients genuinely desire and the critical questions advisors must ask to meet those expectations, all while stressing the importance of starting with a vision.
On Wednesday, Matt was joined by, Paul Saganey, the founder of Integrated Partners, who introduced the concept of the complexity curve and shared his insights into problem-solving and the significance of asking…
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