Purposeful Planning: Conversations Beyond The Balance Sheet

This four-part webinar series takes a deep dive into fostering meaningful client relationships and building the type of trust that creates lifelong loyalty.

Session 1: Distinguish Yourself with Purposeful Planning

• The difference between Purposeful Planning and Traditional Planning
• Transitioning from Traditional Selling to Conversational Consulting
• Redefining the Client to Include the Entire Family

Session 2: Answers to Your Clients' Most Important Questions

• What to say and do to develop lasting trust from the entire family
• The top two questions on the mind of aging people and how to address them
• The top two questions on the mind of the family of aging people and how to answer them
• The Diminished Capacity Directive: Creating a framework of support for the entire family

Session 3: Tapping Into Never Ending Referrals

• The top three questions on the mind of new widows and how to answer them
• The top three questions on the mind of the families of widows and how to answer them
• Understanding the role of the advisor during the three stages of widowhood
• What to say and not say; what to do and not do

Session 4: How to Keep a Client for Longer Than Life

• Building out a new team of affiliated advisors
• Facilitating Intergenerational communication, conflict resolution
• Creating best outcomes during life’s most stressful situations