Solutions for Estate Planners
As an Estate Planner, sometimes the right thing for your client can look like betrayal to them during a difficult conversation.
A long-time client can panic or lose their cool, and suddenly it can seem like decades of trust are at stake.
What do you do? 😱
Solid Signal offers practical, engaging training and consulting so you can get through these challenging conversations,
And keep the client trust you have worked so hard to earn! 😊🤝😊
Practical Conversations about Death and Money
Conversations about death and money can bring out the worst in all of us. Your clients and their families may seem like they will never find an agreement that feels “fair.” They can get heated. Reasonable people might start making unreasonable demands. They might talk about “lawyering up” to get what they want.
Using the Solid Signal Method, participants will gain evidence-based, practical strategies to communicate with their clients and their families about estate planning. Restore a respectful tone to conversations that get hostile and emotionally-charged. You will learn communication strategies for guiding clients and their families in a constructive decision-making process so that they are more likely to accept the care they need.
Note: this workshop is designed for difficult workplace conversations and is not a safety or a crisis-response program.
- 60 minutes
- In-person (Fargo-Moorhead area) or Remote (within the U.S.)
- Up to 25 participants
- $950 (flat introductory group rate)
If you’d like to book a session, or just learn more about the workshop by talking with me directly, click “Book Now” below. 👇
Custom Training and Workshops
When a pre-packaged seminar isn’t enough, let’s get into best-in-class consulting mode. With over a decade of experience partnering with organizational leaders and subject matter experts, I specialize in working with your team to pinpoint exactly where the challenges lie and how to address them.
I’m willing to bet that your team has already been testing solutions to this problem. I start with quick and painless interviews with you and selected members of your team about what is working and what isn’t. I’ll then use my communications and learning experience design expertise to build for you a training program that fits your team. No fluff. No one-size-fits all training. A program that fits your team like a glove.
- In-person options available within the Fargo-Moorhead area.
- Remote training available in the U.S. via Zoom.
- On-site travel is offered for custom workshops and intensives outside the Fargo-Moorhead area. I am available to travel to your office. Travel and accommodation are billed at cost.
Use the link below to book a no-cost introductory consultation: