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Estate Planning Intake Appointments Explained with Belle Crause

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Manage episode 438516897 series 1424393
Content provided by Andy Albright, AllianceU Prodcast: Education, Sales Tips, and Proven Results. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Albright, AllianceU Prodcast: Education, Sales Tips, and Proven Results or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

136 episodes

Artwork
iconShare
 
Manage episode 438516897 series 1424393
Content provided by Andy Albright, AllianceU Prodcast: Education, Sales Tips, and Proven Results. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Albright, AllianceU Prodcast: Education, Sales Tips, and Proven Results or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

136 episodes

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