Financial Advisor Success cover image

Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead with Vanessa N. Martinez

Financial Advisor Success

00:00

Enhancing Legacy Planning Through Clinical Support

This chapter delves into the crucial responsibilities of a chief clinical officer in a team dedicated to legacy planning, highlighting their influence on team dynamics and client interactions. It emphasizes the significance of assessing communication styles to improve understanding and navigate complex family discussions surrounding estate planning.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app