In this introduction video, you’ll learn the ins and outs of marketing and sales processes tailored specifically to financial advisors, master effective lead nurturing techniques, and understand the significance of beneficiary designations in financial planning.
This training empowers advisors with vital skills, guiding you through utilizing Legacy Lock and executing effective estate planning and marketing approaches.
Learn how to conduct a successful introductory meeting with potential clients or prospects. In this video, we cover essential steps for engaging prospects, discussing estate planning, and explaining the value of Legacy Lock’s services. Our team shares insights on asking questions, distinguishing between wills and trusts, and showcasing Legacy Lock’s comprehensive approach. Discover how to guide clients through Legacy Lock’s four-step process, highlighting the benefits of protecting and optimizing their assets.
We’ve put together a simple 4-step checklist to navigate through the process.
Click below to download a version to share with your clients.
