Client Champion Gold 2023
Justia Badge
Avvo 10/10 Lawyer Rating
Member Wealth Counsel

Want to Connect with Your Clients? Make It Simple

Estate planning is a complex, nuanced process. Properly done, it requires a specialized team of experts in investment, tax, and legal strategy. At its center, however, is the client and their particular needs, hopes, and goals. It’s vital that over the course of working together, you engage your client and help them gain comfort and understanding of the process. Delving into a client’s plan together is a great opportunity to interact more closely.

Be an Active Listener

As an experienced financial advisor, you may feel as if you’ve heard and seen it all. But every client is unique. Each one’s story, background, goals, hopes and fears are different, and it’s up to you to ensure you’re getting all the necessary information before proceeding with the next steps. If you’re not entering client consultations with the goal of being an active listener, you could be setting yourself up to miss critical details.

Here are some tips for connecting with your clients’ stories and needs:

Don’t assume you know what they’re about to say next. Each story is different, and even for those stories that seem the same, clients value feeling heard and understood.
Ask questions. Get more details and a deeper understanding of what the client has shared.
Pause to recap what the client has said, verifying that you’ve understood correctly. Rephrase what you’ve heard.

Do Your Homework

Once you’ve got the minutiae of your client’s requirements, it’s time to craft a custom solution that will help to secure the future for them and for their families for generations to come. Before you get started, though, research is imperative. Doing your due diligence will ensure that when you bring your solution to your client, it’s with confidence and readiness to get into the nitty-gritty.

The more prepared you are, the better you’ll be able to explain the nuances of the plan. For example, if a client’s best bet is to pursue a charitable strategy with their assets, you’ll need to immerse yourself in the specific benefits of that strategy before moving forward with the client.

Take a Holistic Approach

When delving into complex financial strategies and solutions with clients, technical jargon shouldn’t be your first mode of communicating. Using images, stories, and real world examples instead makes you relatable to clients and encourages buy-in. A visual representation may help clients absorb the intricacies of a financial plan. Similarly, sharing an account illustrating a strategy or requirement similar to the client’s own may shed more light. These methods can provoke deeper dialogue and engagement. Everyone learns differently, and you’ll want to use all the available tools to be the best trusted advisor you can be to your clients.

Work as a Team

Your client’s advisory team is a valuable asset when delving together into complex solutions. Most strategies require alignment of investment, tax, and legal strategies to generate the greatest effect. Collaboration and the resulting synergy across plans means a more thorough strategy, a better informed client, and a superior outcome. The other members of the team are there to help make certain that a potentially confusing strategy becomes manageable and comprehensible for the client.

You know the ins and outs of financial planning, and that’s what makes you valuable to your client. Be the best ally you can be to your clients by working with us to coordinate your client’s financial and legal plans. We’re here to help as you deepen relationships and help clients make the best choices for their futures.

Our Offices

St. George, UT Office (Main Office)
20 N Main St

St. George, UT 84770

Scottsdale, AZ Office
9777 N 91st St

Scottsdale, AZ 85258

Client Reviews

Outstanding Professionalism with Clear Communication. We were introduced to Ben Connor and his Law Firm over 20 years ago and quickly became comfortable with Ben’s knowledge, experience, reputation, plus fair...

K and D

He was Kind, Patient, and Took all the Time We Needed. Ben created an excellent Living Trust for Laurie and me. He has been a personal friend for many years and finally I asked his advice after leaving the...


We Trust Ben Completely. We met Ben through a mutual friend, and when we decided to set up a living trust, he was the only one we felt could provide us with the expertise, sound advice and personal service we...


Truly Cares about his Clients. Ben is an excellent attorney who also truly cares about his clients. He created a wonderful Living Trust for me and my late husband, as well as an LLC for our business. He was...


Excellent Attorney. Excellent Attorney who is wonderful to work with and create the perfect trust!! Ben Created a living trust for my partner and I. Prior to Ben, the thought of creating a trust intimidated me...


Trusted Advisor. Trust is very important when working with an Estate Planner, and after working with Ben Connor on our estate planning we highly recommend him without reservation. Ben walked us through our...


Excellent Living Trust. Ben created an excellent Living Trust for Tug and I. He explained our options from A to Z so that we could actually decide for ourselves what we wanted done. He answered all our...


Contact Us

Fill out the contact form or call us at (435) 359-1414 or (800) 679-6709 to schedule your free consultation.
  • Phone.svg Let Us Help, Call Today
  • Experience.svg 29 Years of Estate Planning Experience
  • Estate-Planning-focus.svg 100% Estate Planning Focus

Leave Us a Message