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…
Tag: Client experience
Half-Time 2021 Presentation
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…
How Paul West Applies the Stairstep and Discovery Questions
Paul West breaks down for Jessica Harrington how he applies the stairstep and discovery questions. Download
How Do you Ask for the Next Meeting in the Discovery Meeting
Paul West joins Jessica Harrington to talk about how to ask for the next meeting in a discovery meeting. Download
Transitioning from Small Talk in a Discovery Meeting
Jessica Harrington and Paul West discuss transitioning from small talk in a discovery meeting. Download
Connecting with Clients: the New Version of “Know Your Client”
Preston Cherry talks with Sarah Cain about how connecting with your clients is the new version of knowing your clients. Download
