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

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