IT WILL OPEN DOORS FOR ADDITIONAL CONVERSATIONS, NEW SALES, AND BUSINESS FROM WITHIN THE CLIENT'S personal network.

Could you benefit from retaining assets to manage rather than lose control of your hard-earned business?

For many advisors, retention of your client's assets once they pass can be difficult, at best.

Your clients need your help now, more than ever, to guide them in making difficult transition?

Decisions and people often take the advice of uninformed people.??

By offering a solution/resource for your clients to be prepared in advance of a health crisis or death, they will increase their confidence in your advice as they continue to age and need more reassurance that they are in good shape.

Your role as their “go to” professional is not only to provide your specialty service, but also to offer vetted resources that they can rely on.

Your clients don't know what they don't know.?

Professional input from a trusted source is the unique position you are in to help your clients create solid and well thought out plans.

Reach out and let's see if we can work on this together.? I've some ideas for you to consider.????

Set a time to talk over zoom. tinyurl.com/linkedin-sgl-calendar