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Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans and motivating clients to act. In this episode, we get to the heart of the issue by speaking with Christina Lynn, PhD, CFP®, AFC®, CDFA®.
As a Practice Management Consultant at Mariner Wealth Advisors, she understands the challenges financial advisors face when discussing estate planning with clients. Many clients are uncomfortable talking about their mortality, and advisors often struggle to navigate these sensitive conversations with confidence. Christina shares how techniques like motivational interviewing can improve your conversations, offers valuable resources, and shares her top estate planning takeaways. With the so-called Great Wealth Transfer underway and trillions in assets being passed down, this episode is essential listening.
Learn more about strategies for effective estate planning conversations in our eBook: https://emoneyadvisor.com/candid-conversations-estate-planning-tips
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