Here’s the Number 1 Mistake in Estate Planning! ⬇️
Many Advisers who go through a LOT of Estate Planning courses are prone to making this mistake—
They tend to use what they’ve learned from the courses….in their client meetings!
Now, why is this bad?
Watch the FULL Video to know what makes this WRONG ❌….
….and how you can do it better so you can Gain More Clients and Close More Cases!
00:00 The #1 mistake in Estate Planning 00:48 1 tip to help you jumpstart in Estate Planning 01:12 How to simplify Estate Planning for your clients 02:01 Top 10 Commonly used technical jargon by Estate Planners and Financial Consultants 03:44 Summary
