#52 Rethinking the Estate Planning Meeting

Meeting with clients to discuss their estate planning is core to our business, but how much time have you devoted to optimising your meeting strategy?

If you’re guilty of doing the same old thing that you’ve done for years (or that your mentor taught you), you wouldn’t be alone.
But if there’s anything that needs a fresh approach - it’s a meeting talking about dying and losing capacity, right?!

In this podcast episode I explore how we can re-engineer estate planning meetings to maximise impact and enhance client connection, whilst increasing your profitability and minimising your risk.