On-Demand
Mastering Tough Conversations: Turning Financial & Physical Losses into Client Wins
Join EncorEstate Plans, Nitrogen, and Yohance Harrison of Money Script Wealth Management, for an insightful discussion on how to turn difficult conversations about death and financial loss into client wins.
You’ll learn how to:
- Boost your confidence in walking clients through loss.
- Teach clients risk considerations across these types of losses.
- Turn clients’ physical losses into long-term estate planning wins.
- Leverage tools like Nitrogen and EncorEstate Plans to make estate planning and financial risk modeling easier and more efficient.