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An extraordinary life begins with a vision. You can help your client enhance their vision by your ability to ask profound questions, and use intentional listening and feedback skills to assure the client that “You Get It!” Synthesize and apply best practices to achieving your client’s dreams by helping them navigate around their own personal roadblocks to the freedom of pursuing their vision. This session teaches how to enhance client relationships by helping them change the legacy they leave to their families.
About the Speaker
Sanford Coggins
VisionWise CapitalBefore founding VisionWise Capital, Sanford Coggins served as Vice President, Wealth Management Advisory at Merrill Lynch & Co. During his 16-year tenure, he managed more than $100 million in client assets and liabilities and co-developed a three-year, $77 million pilot project creating financial opportunities for the region's ethnically diverse communities that grew to become a $515 million program throughout the state of California. He earned his B.A. at the University of Texas at Austin. He and his wife of 26 years live in Orange County, CA and have three adult children.
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