The 7 Magic Words Really Work!

It couldn’t be simpler. The Asset Protection Strategy is introduced by just 7 Magic Words. They are “Mr Client, do you have a Will?” It doesn’t matter whether the answer is ‘yes’ or ‘no’, the discussion begins.

Having recently completed his training, Patrick Reeve put the words to the test. Here’s his feedback in an email to Dan on 14 May 2010…

Hi Dan

Thanks for coming over to see us yesterday – you will be glad to hear that before I left the office last night, I called one of my clients to ask ‘the question’. They have, but only mirrors and said that they were “only talking about updating their wills the other night. Good job you rang!”

I’ll let you know how it goes. I’m seeing them Tuesday evening.

Thanks Dan.

Regards
Patrick