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Lindsay Cummings and Cynthia Umphrey demonstrate effective initial estate planning client interviews.
Demonstration: Initial Client Interview
On-Demand Seminar (Posted 07/09/19) | Level: Basic
Initial estate planning interviews can be difficult. Get ideas on how to open this meeting and set the stage for the estate planning conversation. Put clients at ease, sincerely connect, and get the information you need to meet your client's goals.
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