The Estates, Trusts and Business Succession areas are ripe with the potential for strong emotion and delays that can lead to client and advisor risk. However, you do not need a graduate degree in psychology to help clients navigate these issues more effectively and, therefore, the overall planning process.
This workshop has been specifically designed to help professional advisors in the Estates, Trusts and Business Succession areas manage the difficult client conversations that arise in their practices with greater skill and confidence.
You will learn the key themes that make conversations difficult and how to enhance your ability to manage those challenges in the context of Estates, Trusts and Business Succession practices. Insights into how people make decisions, including common judgment errors, will also be examined.
You will leave the workshop with specific techniques to increase your ability to manage difficult conversations and client decision making related to Estates, Trusts and Business succession thereby reducing stress and risk while increasing productivity as well as advisor and client satisfaction.