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Tom Cormier will guide you through the 4 stages of a powerful legacy talk that will change your status from being the ‘client’s financial advisor’ to the ‘family’s trusted advocate.’
You’ll see how this simple interview can establish more client relationships within the family and generate quality referrals outside the family.
Tom will share his proven 4-stage legacy talk interview process that takes you from the initial greeting to an eye-opening conclusion that will change your relationship with the family for life. You’ll learn how to:
- Set the tone
- Talk about others
- Talk about themselves
- Talk about life