Alliance University Product Prodcast
Estate Planning Intake Appointments Explained with Belle Crause
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:53:23
- More information
Informações:
Synopsis
This week's product call will be hosted by Belle Crause. She's going to be showing you how to do an intake appointment for an estate planning client. This will be helpful whether or not you're doing estate planning seminars because you can set up an estate plan for existing clients & others who didn't attend a seminar.