Sunday, March 30, 2014
When a new client calls and schedules an initial interview, will you be ready?
For an in-depth discussion on the initial client interview in the estate planning process, read this informative article by L. Paul Hood, Jr., Esq. (Director of Planned Giving, The University of Toledo Foundation). Back to the School of Hard Knocks: Thoughts on the Initial Estate Planning Interview - Revisited discusses the role of the estate planner in a client’s life, the mindsets of the participants in an initial interview, the perils of a poor initial interview, and the subconscious agenda of the estate planner.
See Back to the School of Hard Knocks: Thoughts on the Initial Estate Planning Interview - Revisited, Wealth Strategies Journal 2.0, March 26, 2014.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.