Beneficiary Well-Being
Training
Calendar
PODCASTS
For Families
Take Action

The Heritage Institute

Beneficiary Well-Being
Training
Calendar
PODCASTS
For Families
Take Action
EPISODE 18: Helping Clients Use Your and Other’s Expertise
November 7, 2022
Lori Coonen
EPISODE 18: Helping Clients Use Your and Other’s Expertise
Lori Coonen
November 7, 2022

EPISODE 18: Helping Clients Use Your and Other’s Expertise

Lori Coonen
November 7, 2022

In this episode: Rod talks with Paul Edelman of Edelman & Associates, about how to make it easier for clients to tap your expertise by fostering their sense of efficacy and control. They also address when and how to make a referral to a third-party coach or facilitator.

Length: 33 minutes

Newer PostEPISODE 19: The Philanthropic Forecast: 2023 and Beyond
Older PostEPISODE 17: Independent Trustees-What They Do and How They Benefit Planning Professionals and Their Clients
 

Heritage members link to Knowledge Vault Here

Back to Top
Podcasts
Strategic Relationships
The Heritage Process
Blog
Contact Us
Testimonials
Who We Are
Speakers
Resources
The Heritage Institute, OHIO, USA 1-503-771-2257admin@theheritageinstitute.com

All content © 2022 The Heritage Institute