From
notarycoach.com
Email Address
orders@notarycoach.com
Sent On
Thu, May 4, 2023 12:40 AM
Email Preheader Text
We had another great episode of the Legacy and Libations show, {NAME}. Our guest was Stephanie M
HTML
We had another great episode of the Legacy and Libations show, {NAME}. Our guest was Stephanie Maloney from Premier Estate Planning, who has clients in all 50 states. What caught my attention with Stephanie, beyond her passion and expertise, was her approach. I always put estate planning in the "death" compartment. But Stephanie highlighted the need for documents that help in incapacitation as well. What happens if I'm still alive but can't make decisions for myself? As she says, we all tend to kill ourselves off in our stories. We don't think we might be in a coma or a vegetative state at some point. I needed that perspective! That's why you surround yourself with people that know their stuff. In fact, I appreciated her so much, that she's the one I hired for my own living trust. She brought the value today too! [Watch the full replay here]( Stephanie has generously opened her calendar to YOU for a free consultation about your own affairs. Please use the link below to book a convenient time. And PLEASE show up to your appointments or communicate/reschedule if you can't make it. [Book a free consultation with Stephanie]( Add the appointment to your own personal calendar to remind yourself (don't rely on Calendly or Stephanie to remind you). THIS IS IMPORTANT! Especially important because Stephanie works with notaries all over the country to help build conversational competence around estate planning AND create win-win revenue streams. Approach this conversation as you would an attorney prospect. Is this a good referral source for you? Would you hire her firm for your own paperwork? What can you learn from Stephanie? Is there a mutual prospecting opportunity here? These are next level conversations you can start having right now. Our orbits and ecosystems are colliding with legal professionals across the country. This is an exciting time to be in the industry and I'm thrilled to make it my mission to help you serve more customers than you ever thought possible, even without 3% interest rates. Let's level up and knock it out! Bill PS- If you haven't done so already, get your My Life and Wishes Legacy Vault from Jon Braddock. It's free for 30 days and then only $99 a year after that with promo code "FORMYFAMILY." Thi sis the online secure storage for all your most important paperwork, records, and even videos of final messages. [Get My Life & Wishes](  [Unsubscribe]( | Sent by NotaryCoach.com
18631 N. 19th Ave, Suite 158-150 • Phoenix, AZ • 85027
EDM Keywords (70)
year
would
well
watch
want
thrilled
think
tend
surround
stuff
stories
stephanie
start
serve
says
right
remind
rely
point
perspective
people
passion
paperwork
orbits
one
notaries
needed
need
much
mission
might
make
link
life
level
legacy
learn
know
knock
kill
industry
incapacitation
hired
hire
help
happens
guest
free
firm
fact
expertise
ecosystems
done
documents
customers
country
conversation
coma
colliding
clients
caught
calendly
calendar
brought
book
attention
approach
appreciated
appointments
appointment
99