Send us a text We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From appreciation to a confident close, we show how to ask, verify, and present value with precision. • leading with gratitude to set tone • letting clients talk to build trust • drilling down on status of care, assets, income • summarizing facts and confirming in writing • setting fee ranges tied to value protected • analy...
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Send us a text We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From appreciation to a confident close, we show how to ask, verify, and present value with precision. • leading with gratitude to set tone • letting clients talk to build trust • drilling down on status of care, assets, income • summarizing facts and confirming in writing • setting fee ranges tied to value protected • analy...
Ep. 47 Simplifying Family Document Chaos with Trustworthy CEO Nathaniel Robinson
The Elder Law Coach
27 minutes
11 months ago
Ep. 47 Simplifying Family Document Chaos with Trustworthy CEO Nathaniel Robinson
Send us a text Unlock the secrets to managing your client's family's essential information with the transformative insights from our special guest, Nat Robinson, creator of Trustworthy. Discover how this groundbreaking platform acts as a "family operating system," providing a secure and efficient way to organize, store, and share critical documents. Nat shares his personal journey to creating Trustworthy, inspired by the chaos families often face when handling important information. We explor...
The Elder Law Coach
Send us a text We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From appreciation to a confident close, we show how to ask, verify, and present value with precision. • leading with gratitude to set tone • letting clients talk to build trust • drilling down on status of care, assets, income • summarizing facts and confirming in writing • setting fee ranges tied to value protected • analy...
