Here is what to expect on this episode:
- One of the ways you're able to help clients is by getting to know them. Communication and sharing your philosophies with them will increase the likelihood of them sharing their ideas with you.
- Authenticity, open-ended questions, and regular discussions about important topics as they develop and life unfolds allow open dialogue with clients.
- The key to serving your clients well is a good relationship between financial advisors and estate planning attorneys.
You can find the link to the original episode here: