How Top Producers Leverage Legacy Planning to Increase and Retain Clients

Complete the form to register now

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.

Complete the form to register now!


Legacy Talks

Click the InShare button below to bring value to your LinkedIn connections.