Build Client Relationships with the Family Estate Organizer

from The Bucket Plan® On-Demand Series · host Prosperity Capital Advisors

Stop wasting time and energy trying to collect and organize your client's documents! In this episode, Dave Alison and Carl Smith talk about The Family Estate Organizer, or FEO, and how it can benefit your practice and clients. You'll get insight on how to build trust and rapport, uncover hidden or forgotten assets and how to prepare for long-term planning - get started today!

Episode metadata supplied by the publisher feed · Published May 19, 2021

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Build Client Relationships with the Family Estate Organizer

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This episode is 36 minutes long.

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This episode was published on May 19, 2021.

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