Boost Your Client Services with Joel Top's Estate Planning Approach!
Mastering the Art of Hard Conversations | Joy Lere, Shaping Wealth
Bringing estate and legacy planning into your client conversations can be challenging – especially without the right tools in hand. Join Matt Morris, EncorEstate Plans CEO, and Joy Lere, Co-Founder of Shaping Wealth, to hear about the two superpowers that advisors can hone for greater success.
