Taking the Foot off the Brakes (4 Steps to Re-engage Your Client to Plan Effectively with Clarity and Confidence)

How can professionals’ motivate clients to actively engage in the planning process in order to help them make wise choices to protect and control what they have worked so hard to build? I would like to share with you a 4 step process that will enable you to motivate your clients to take the proper steps to begin and complete their planning.