Upcoming Live Webinar: How to Deepen Trust and Grow Your Revenue in Choppy Markets

You’re already delivering solid portfolio results + comprehensive planning. But in today’s volatile markets, clients want deeper and more personal value.

Join our live workshop on May 8 at 11:30am PT to learn the proven system Eric Negron (CEO, Forefront Wealth) uses to:

  1. Reveal Client Legacies: Guide clients through crafting emotional & financial legacy stories that forge unbreakable bonds.

  2. Differentiate Your Practice: Offer standout service leveraging Asset-Map, Legacy Letter, and EncorEstate Plans to further set you apart.

  3. Become THE Family Advisor: Scale your impact and your fees by positioning yourself as the go-to expert for every generation.

  4. Kickstart Estate Planning Talks: Learn a simple conversation framework that gets clients excited, not overwhelmed.

You’ll walk away with:

  • A process that you can use immediately.

  • Exact scripts to open and close legacy conversations.

  • A follow-up toolkit that keeps clients talking long after your meeting ends.

Sue BaeWebinar, Upcoming