ECHO | Module 5 | Quiz
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Question 1 of 4
1. Question
What is the masterful trick that Dr. Paul Schervish teaches you to say after you ask someone a powerful question?
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Question 2 of 4
2. Question
What is a simple way to introduce the topic of legacy planning to a longstanding existing client?
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Question 3 of 4
3. Question
In the article, “Winning the Engagements of Families,” a statistic showed that what percentage of wealth is at risk of disappearing by the 3rd generation?
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Question 4 of 4
4. Question
If your clients are a married couple, Bill (71) and Mary (70), what’s another generation that you could have the opportunity to connect with?
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