What Their Stories Reveal: Getting To The Heart Of What Matters Most To Your Clients

“What Their Stories Reveal:  Getting To The Heart Of What Matters Most To Your Clients” Webinar

About the Webinar

Learn how to deepen and energize conversations using an easy to learn strategy for getting clients talking about what is important to them through the lens of stories and experiences from their own lives. Add to your toolkit for client engagement, values identification and legacy planning with a technique that can be applied in a wide variety of conversations. The approach yields not only genuinely refreshing interaction, but rich source material for your work together, especially when it comes to envisioning and planning for legacy, sometimes a hard topic to bring up or explore.

Learning Objectives

• Understand how to apply the power of story in a professional setting
• Recognize the psychological and practical benefits of telling, and listening, to a story
• Learn how to initiate and leverage a story/experience from the life of a client to reveal important insights and information and to build rapport, trust and loyalty
• Experience a universally applicable, story-based process for identifying core values and initiating an imaginative exploration of the subject of legacy

About Susan Turnbull

Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent and the designer of the Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that personal wealth has tangible and intangible dimensions.

In her fresh take on the meaning and dimensions of legacy, Susan’s dynamic presentations and engaging materials appeal to audiences of financial, estate planning and philanthropic advisors, as well as their clients and donors.

As Principal of Personal Legacy Advisors, Susan leads a team of affiliated professionals who provide coaching, editing, video, and design services to clients looking for assistance in creating personal legacy letters, expressions of intent, personal histories or video tributes. Her work has been featured in many national publications, including The New York Times and USA Today.

Susan is a member of the Essex County Estate Planning Council, the Purposeful Planning Institute and the Association of Personal Historians. She lives in Manchester-by-the-Sea, MA.

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