Achieving the status of trusted professional to your clients will deliver tangible benefits to you and your business for years to come.
As your donor/clients’ trusted professional you will enjoy the benefits of deeper, more rewarding relationships, including more quality introductions.
Active client engagement in philanthropy is a natural by-product of the relationships we will help you build with your donors and their families.
Learn about the benefits of associating with a group of like-minded professionals who generously share their knowledge and experience with others.
Now, take your business to the next level
• BECOME A MEMBER AND JOIN A COMMUNITY LIKE NO OTHER where members are active, involved, collaborative, and supportive.
• EXPAND YOUR SKILLS and impact families, businesses, and organizations. Asking the right question at the right time can change the relationship.
• BECOME AN INDUSTRY LEADER Be the person others look to for inspiration, growth, and change.
• KEEP THE ASSETS Clients’ children could pick you, they just don’t know why they should.
• ALIGN FAMILY MEMBERS, teams, co-workers, anyone working together. The first step toward a strong team is aligning members around a common goal.
Does this sound familiar?
Have you spent countless hours creating a plan for a client that meets their stated needs, but they don’t sign the paperwork or follow up? Or is there an indicator that the work does not represent their underlying desire? You thought you did everything right so, what happened?
With The Heritage Institute’s training, you will reach clients on a deeper, value-driven level. You will be able to identify the purpose behind their stated needs. And with the client, you can craft a plan that not only meets their stated needs and achieves their underlying desired outcomes but also matches the values they hold dear. Accomplishing this generates an enthusiastic client base who is thrilled to introduce you to their friends and family.
Have you ever worked with a team of talented, intelligent, capable individuals, and rather than being greater than the sum of its parts, the work fell short of the sum of the parts? The same tools used with families are easily implemented across all partnerships, be it family, businesses, philanthropy, or social. In this case, reaching alignment generates results and outcomes that many professionals did not believe were attainable.
““The quality of this level of planning is music to your client’s ears. And, it will also motivate them to happily introduce you to their friends and family.””
Are you ready to build better and deeper relationships with your existing clients, and take your practice to the next level?
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