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From the School of Hard Knocks: Thoughts About the Initial Client Interview



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Recording and Slides are Available Here


Initial client interviews are critical to the success of the planner-client relationship, yet aren’t studied that much by estate planners. In his exclusive LISI webinar, Paul will conduct an in-depth look at the initial planning client interview, principally by directly applying actual quotes from medical textbooks on the initial interview, to provide guidance to estate and financial planners. He also will:


·       Compare what goes through the minds of the estate planner and the client during the initial client interview.

·       Emphasize the importance of watching the non-verbal communication of clients.

·       Discuss selected pointers about types of questions to ask and what types of questions to avoid.

·       Lay out some interviewing suggestions to help make your interviews go more smoothly and be more productive.

In this hour long session, Paul will transform how you think about the initial client interview!



There will be no CE for this webinar


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A native of Louisiana (and a double LSU Tiger), Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center before settling down to practice tax and estate planning law in the New Orleans area. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. The proud father of two Eagle Scouts and LSU Tigers, Paul has authored or co-authored seven books and hundreds of professional articles on estate and tax planning and business valuation.  He was with The University of Toledo Foundation for over four years as Director of Planned Giving, leaving in January 2018. He can be contacted at 

paul@paulhoodservices.com



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