How Top Producers Leverage Legacy Planning to Increase and Retain Clients
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Join business coach Chuck Napier on February 25th at 1:00 ET and learn a strategy that focuses on “the other legacy planning”, a way to put client values first using a formula that top advisors use to increase (and never lose) sales.
During this live web class, you’ll learn how to:
- Learn why knowing your client’s values are CRUCIAL to your success
- How Legacy Planning differs from Succession Planning
- Actions to GROW your clients
- How to RETAIN 100% of your clients
- Resources to become a Legacy Coach
Take advantage of this proven method to increase and retain more clients.