Gift Your Wisdom First… Then Your Wealth

Professional Advisor Training

Tom Deans Speaking

The Willing Wisdom Keynote Speech For Advisor Conferences and Professional Training

Speech Title:“UNDERSTANDING YOUR CLIENT’S FEAR OF DEATH”

Dr. Deans is an international best-selling author and full-time professional speaker. He is neither a business consultant nor does he sell financial products. His sole focus is providing advisors with training and tools to help individuals and their families protect and transfer their wealth and wisdom. His research insights are new, poignant and timely. With Dr. Deans’ training, advisors can play a crucial role in lowering intestacy rates while positioning their products and services more quickly and effectively.

Dr. Deans shows how the intergenerational success of clients can translate into the intergenerational success of an advisor and his or her practice.

Themes: Themes: Themes: Using Wills in a Client Discovery Process, Estate Planning, Deep and Long Client Engagement, Finding Social Purpose as an Advisor. Where Psychotherapy Meets Estate Planning, Succession Planning for Advisors.

Go Deeper with The 2-Hour Willing Wisdom Workshop. Teaching Advisors How To Map A Client’s Wealth Transfer Plan Using Wills In Your Discovery Process.

Workshop Title: “UNDERSTANDING YOUR CLIENT’S FEAR OF DEATH 2.0”

Dr. Deans trains advisors how to use the Willing Wisdom 7 step process of discovery to help families transfer their wealth. In addition to his keynote speech, his two-hour Advisor Training Workshop will give advisors an in-depth knowledge and confidence to guide families to discover the giving strategy that’s right for them.

In doing so, Advisors learn how to use the subject of “wills” to prospect for new clients and build goodwill, trust and confidence with existing clients.

Top