Wednesday, February 11, 2015

How to use the Estate Directory as a Tool in Befriending Prospects - Building Out Your Practice

The Estate Directory is more than a data collector. It contains inherent organizational elements that can actually endear or befriend prospects and clients. This data collector harvests information that most advisers don't address nor do their data collectors address.

This tool is a holistic approach to estate planning which can be used in middle class marketing by virtue of the "soft" questions that are generated from consumers that are universal to most Americans. So it's applicable even without a large estate to defend.

6 free gifts from Anthony at

Syndicated financial columnist Steve Savant interviews Anthony Morris, author,International keynote speaker & practice development coach in the financial services sector.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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