Throwback: Asking Questions That Matter For Estate Planning
The Perfect RIA · The Perfect RIA
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Show Notes
This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, specifically several things we need to focus on as advisors to make sure we're always exceeding expectations. Listen in as Rod explains the four things that clients truly want, as well as the questions you need to ask in order to get there. You will learn how to understand your clients' goals with their estate planning, how to approach a conversation around an estate that is not being split equally, and why you should always start with the vision. Throwback: Asking Questions That Matter For Estate Planning