Build client relationships with empathy

Our short quiz assesses your comfort level with the skills needed to take on a trusted role in legacy planning.

Learn why a financial professional's elevation to trusted partner can be significant and even life-changing for the client.

Gain insights into how differing perspectives and biases may hamper our ability to truly connect with clients.

Ask these open-ended questions to start the conversation about legacy planning.

Discover the intricate dynamics of trust and the benefits of cultivating empathy in this essential guide.