Training
Calendar
PODCASTS
For Families
Take Action

The Heritage Institute

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
Beneficiary Well-Being
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