EBOOK
About
Wealth changes lives.
Wealth has the potential to fix what is broken. It reaches its highest purpose when it fuels generosity of attitude, time, and money. It's not something reserved for your ultra-wealthy clients. Instead, it is about intentionally making the world a better place for everyone.
During Steve Lear's financial advising career, he's had over 40,000 meetings helping clients solve problems and create opportunities. The most rewarding meetings were always those in which clients showed a streak of generosity. While helping your clients make money remains your priority, The GenerosityConversation encourages you to start conversations about why money matters to them.
This practical, accessible book explores the joys of giving. Discover the benefits of discussing values at the same time you talk about wealth. Gain real-world tools to help make The Generosity Conversation part of each client's enduring legacy.
Wealth has the potential to fix what is broken. It reaches its highest purpose when it fuels generosity of attitude, time, and money. It's not something reserved for your ultra-wealthy clients. Instead, it is about intentionally making the world a better place for everyone.
During Steve Lear's financial advising career, he's had over 40,000 meetings helping clients solve problems and create opportunities. The most rewarding meetings were always those in which clients showed a streak of generosity. While helping your clients make money remains your priority, The GenerosityConversation encourages you to start conversations about why money matters to them.
This practical, accessible book explores the joys of giving. Discover the benefits of discussing values at the same time you talk about wealth. Gain real-world tools to help make The Generosity Conversation part of each client's enduring legacy.