Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth

On Monday, we revisited Micah and special guest Rod Zeeb, CEO of The Heritage Institute, as they emphasized building genuine connections and trust with clients through estate planning. They discuss the four key things clients genuinely desire and the critical questions advisors must ask to meet those expectations, all while stressing the importance of starting with a vision. On Wednesday, Matt was joined by, Paul Saganey, the founder of Integrated Partners, who introduced the concept of the complexity curve and shared his insights into problem-solving and the significance of asking thought-provoking questions to provide guidance for financial advisors aiming to elevate their practice. Thursday, Jamie shared her journey as an acts of service person and addressed the challenges of asking for assistance, and offered insights into achieving a balance between helping others and personal growth. 

Tune in as we recap highlights and action items from estate planning to personal growth.

Asking Questions That Matter For Estate Planning [Episode 232] The Complexity Curve with Guest Paul Saganey Acts Of Service Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth