1 Step 1
Learn how to:
- Unleash a treasure trove of prospects by appealing to their family treasures.
- Convert prospects into sales with a simple Legacy Asset Checklist.
- Build strategic “legacy” alliances for referrals.
- Raise your community profile in a way that differentiates from the pack.
- Win the heart of the family matriarch, where the new money is.
- Create an intergenerational bond that nurtures future business.