Everybody wants to pay minimum taxes, everybody wants the family to get along in terms of legacy planning. But if you say to your client, the patriarch or the matriarch, rank those for me. What's your most important thing? What's your second most important thing and so on, if you are able to do that, you are really getting the client to lean forward and think about what's important to them.
In Part 2 of the Simplifying Nevada Trusts Series, Jeffrey Dunham and Ann Rosevear discuss how they figure out what's in a client's soul and how they, Earn the Trust of Wealthy Prospects.
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