![](https://yodal.com.au/wp-content/uploads/2023/07/9311-YODAL-Brown-Bag-Series-Eventbrite-W5-2160x1080px-V1.jpg)
Recap of Episode 5 of Yodal’s Brown Bag Series: Building Estate Planning into EVERY Client Conversation
In this recording we shared What’s in the Bag:
- How to build EP into your client conversations
- Segmenting clients using EP
- Using EP to re-engage non-active clients
- Engaging non-advice clients using the value of TaP