Purposeful Trusts & Gifts Mastery Program Lesson 3 Four Steps to Purposeful Planning Purposeful Discovery
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Purposeful Discovery 

Start with the Whys

Purposeful Discovery starts with the Whys.  There are two extremely powerful PPI Visioning Exercises that you will want to become familiar with and begin integrating into your client conversations and discovery processes.  One of those is a handout for today’s call:  The What Kind of Trust Would I Want Exercise?  The second exercise is the Why a Trust? Why This Trust? Exercise

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