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“Compassionate Professional Advisors who employ our legacy planning services are poised to realize a significant return on investment in less than a year—both financially and personally.” more ... |
 Phase 2: ImplementationOnce you have a good foundation, you’re ready for more in-depth training on legacy planning, and how to present it to your clients. During this phase, we’ll provide: THE CLIENT PROCESS
Make legacy planning a simple, enlightening experience for your clients. During this online training, you’ll learn how to introduce your clients to legacy planning and take them through our proven five-step process. This includes a detailed explanation of our popular “Getting Your House in Order” module. We also ensure you understand how to properly integrate this legacy planning process into your existing broader financial planning process.
CREATING A UNIQUE VALUE PROPOSITION
Discover, articulate and capitalize on your new unique value. This interactive online video features industry expert Leo Pusateri who will explain how to leverage the powerful differentiation of legacy planning. Workbook included.
MARKETING ROLLOUT
Plan Your Legacy is eager to help you expertly introduce and promote your new legacy planning service. With the expert guidance of your legacy advisor coach, you’ll create a marketing plan to meet your business goals.
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