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As a White Glove partner, we build and support seminar and webinar content and coach FA's to deliver an engaging experience for the audience.
Our presentations are unique and built to disturb the attendees to what they don't know and to motivate them to take action, with you as their Trusted Advisor.
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Estate Planning Tutorial Preview
Congratulations on making the decision to grow your business through Estate Planning seminars. Because you have chosen this topic, your attendees are very likely to be retirees, empty nesters, mature professionals and business owners; individuals who have the assets and the needs to secure you as their trusted advisor. "Protecting Your Estate" has been created to emotionally engage the attendees in a way that leads them to the only rational decision: book an appointment with you. As well, by the end of your presentation, they will understand that you and your estate planning process are the answer to their estate planning needs. In fact, you will be seen as their Lead Advisor -- their Personal CFO -- in every aspect of their financial planning. This tutorial is a short preview to give advisors a "taste" of the content. The full tutorial presentation will be emailed to you after the presentation purchase.
We look forward to hearing of your seminar success!
Buy our Best-Selling Presentation for Advisors
Advisors' Version of Protecting Your Estate: PREVIEW
This presentation has been designed for Financial Advisors.
The presentation is built around the Top Estate Planning questions to help disturb the consumer to what they don't know and motivate them to take action with you. All 59 slides include presentation notes, power opening and power closes.
Attorney's Version of Protecting Your Estate: PREVIEW
This presentation has been designed for attorney's to use.
The presentation is built around the Top Estate Planning questions to help disturb the consumer to what they don't know and motivate them to take action with you. All 54 slides include presentation notes, power opening and power closes.