Things have changed.  Now you can engage clients and make money right away without doing the entire Heritage Process.

To learn what this means for you, watch the webinar video below.



Upcoming Training that relates to the webinar includes:

• Better Listening, Better Questions, Better Relationships Academy (aka BBB) •
·    You really will learn how to listen better and ask better questions which leads to better relationships with your existing clients, and higher closing ratios with your prospects
·    Walk away having learned and practiced both the 7-step Alignment Conversation® and 7-step Expectations Conversation™ which you will use every day to increase your profits
·    Get an overview of the revised Heritage Process and how you can offer it to your clients without having to do the work yourself
·    March 1-2 , 2018, in Dallas

Register HERE

I picked up one idea that will likely translate into $240,000 additional revenue annually for my firm doing work I love to do with people I love doing it with!
Johnne Syverson, West Des Moines, IA

                   Join us in Dallas for our most important event of the year.

                  Join us in Dallas for our most important event of the year.

2018 Annual Conference & Awards Dinner

You will NOT want to miss this.  It has been expanded to 1.5 days because there was too much content for 1-day.  Hear from top experts.  Spoiler – hear about a trust that would fund your work with the family for multiple generations.  February 27-28, 2018 in Dallas. Register HERE