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"Candid Conversations: Estate Planning eBook"

Explore the art of navigating sensitive conversations about estate planning with confidence. Download our free eBook to learn proven techniques that can enhance your skills and guide your clients through critical life events.

When it comes to estate planning, financial planners with insight into the big picture can play a crucial role. That's why we've developed Candid Conversations: Estate Planning. This guide demonstrates techniques from counselors and therapists that can have a game-changing impact on clients.

Our research shows only 38% of planners are extremely comfortable discussing legacy planning, and even fewer feel prepared to talk about a life-threatening illness.¹

Download this eBook now to explore new ways to approach such sensitive topics. Along the way, you'll learn how to boost your clients' financial well-being while supporting future growth. You’ll learn how to:

• Engage with active listening techniques
• Ask thoughtful questions
• Celebrate wins
• Encourage talk about change with motivational interviewing
• Simplify with technology

¹eMoney Leading with Planning Research, May 2022, Advisors n=360.

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