The recent Congressional activity on tax reform will not eliminate the need or the importance of charitable planning for your clients - it will magnify it. Learn how a shift to a focus on giving will transform your clients' lives.
We have an 8-week action course and on-going coaching available in this area. Contact Laura to join a group today and get on track for explosive growth in your practice.
Please join our 8-week action course: “Fulfillment Planning– Building a Practice that Matters”. We study the 4 key strategies to connect clients’ wealth with their values in purposeful action. We also work through in-depth cases to uncover hidden opportunities to weave philanthropy into every plan, and thus add tremendous increase and value to your clients. It will position you as an invaluable resource.
This mastermind group affords you the opportunity to join forces with a unique group of like-minded professionals who are focused on taking results to a new level and building lasting impact in their clients’ lives.
Mastermind Group Resources :
“Intentional Living – Choosing a Life that Matters”
By: John C. Maxwell
“Fulfillment Planning- Connecting Abundance with Values”
By: Laura A. Waller
Facilitated by: Laura Waller - Member of the John Maxwell Coaching, Speaking and Teaching Team ; Sr. Advisor – Complex Gifting
Contact Laura today to learn more and enroll
A mastermind is a small group of like-minded people that come together on a regular basis to study a relevant issue, discuss ideas surrounding that issue and mutually support each other in the active pursuit of growth in that area.
Wealth Management Advisors
Financial advisors in any area of the industry