2025 Series - Episode five: Transforming Client Conversations Join us on July 10th at 11:00 a.m. EDT for Coffee Talks with Mark O’Farrell, CEO of the Canadian Institute of Certified Executor Advisors, Board Chair of the Certified Executor Advisor Network (CEAN), and CEO of Personal Fiduciary Standards International. In this thought-provoking session, Mark dives into the power of language in estate planning, drawing on jaw-dropping stories from the estates of the rich and famous. He’ll explore how subtle shifts in phrasing can radically change client engagement and decision-making. Please refer to the chart below for your local timezone: |