Overcoming Client Objections – That’s More than I Planned on Giving to Charity

As a professional advisor, you will need to know how to overcome the more common objections that clients may have.

Let’s say you have been discussing the benefits of a Charitable Remainder Trust, when the client stops you and says: “That sounds great as a concept, but that’s more than I planned on giving to charity.”

Listen as Tax and Estate Attorney John Erik Fraker addresses this common objection.