Sample Agenda Family Summit Client Pre-Meeting
Use this resource to help ensure clients are prepared for their family summit meeting. Download
Tag: Client experience
How to Ask Your Clients Really Great Questions
Abbey Henderson joins Jessica Harrington to discuss how to ask your clients really great questions. Download
How to Listen to Clients
Abbey Henderson talks with Jessica Harrington about how to listen to clients. Download
Wowing your new clients in the first 100 days
Jessica Harrington joins Sarah Cain to discuss why its so important to wow your new clients in the first 100 days. Download
Using your Space and Design to Create a Comfortable Experience for Your Clients
Jessica Harrington and Sarah Cain discuss using your space and design to create a comfortable experience for your clients. Download
Half-Time 2021 Presentation – LPL
Twice per year, we offer a turnkey market update client presentation – the Forecast in January and the Half-Time in July. We provide you with…
Family Summit Meeting Checklist
Follow these steps, from meeting planning through follow up, to implement a successful Family Summit experience for your clients and their families. Download
Family Summit Planning Guide and Toolkit
Use this resource to help walk you through all the steps of hosting a family summit meeting with clients. Download
Legacy Will Workbook
Use this workbook to guide your thinking in creating a Legacy Will and/or preparing for a Family Summit Meeting. Find a quiet space and take…
Sample Family Summit Brochure
Use this sample brochure as a starting point for inspiration and customize it with your own words and logo. Distribute it to your top-tier clients…