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

Financial Advisor Success

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Understanding Legacy Planning

This chapter explores the key differences between legacy planning and estate planning, highlighting how the former prioritizes personal narratives and values alongside financial assets. It emphasizes the importance of sharing stories to help future generations appreciate not only the monetary value but also the emotional richness of their familial legacy. The speaker presents strategies, including writing practices, to document life experiences and reinforce the connection between past and present for heirs.

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