Jeff Clark Shares Tips to Position and Leverage Personal Connection
Update: 2024-11-06
Description
In this episode, we talk to Jeff Clark, a seasoned advisor at Pine Grove Financial Group. He shares his insights on how to effectively integrate estate planning in practice.
- Leveraging personal anecdotes to connect with clients emotionally
- Using the Retirement Health Method to identify planning needs
- Streamlining the estate planning process with technology and collaboration
- Positioning as a trusted advisor through proactive planning
Jeff has had great success with his strategies, elevating his practice and providing greater value to his clients.
Find out more about Jeff and his firm at https://pinegrovefg.com
Don't forget to subscribe, leave a review, and share this episode with your colleagues. For any questions or feedback, feel free to reach out to us at info@encorestateplans.com.
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