NAIFA Live: Eleanor I. Johnson, CPA, CLU, CGMA

April NAIFA Live: Eleanor I. Johnson, CPA, CLU, CGMA
The Conversation BEFORE the Conversation: How to create a common dialogue that uncovers client priorities and motivates them to move forward with the implementation of planning strategies.
April 14th | 2 pm eastern

Have you ever made a planning recommendation to a client that you worked on extensively but that was never actually implemented? Or if implemented, did the client later “forget” why they did what they did? In most cases that outcome was predictable – either because the recommendation made was not fully understood, or because the client had other planning priorities that may not have been discovered.

In this session, Eleanor Johnson, CPA, CLU, CGMA, Founding Principal, Highland Capital Brokerage, will describe her “three buckets” level setting approach that is used as part of every first client meeting and again when a new advisor or center of influence is added to the team.