The Trillion Dollar Closure Connection:
Book Tools

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Chapter 1

Empathy & EI

Chapter 2

Questions & Active Listening

Chapter 3

Nonverbal Communication

Chapter 4

The HAPPY Client Framework

Chapter 5

Introversion & Extroversion

Chapter 6

Client Interaction Styles

Chapter 7

Marketing Primer

Chapter 8

Nuances of Networking

Chapter 9

Positivity & Gratitude

Chapter 10

 Documentation

Chapter 11

Family Storytelling

Chapter 12

Closure: The Final Chapter

Chapter 1 Resources: Empathy & Emotional Intelligence

Emotional Intelligence Skills: What They Are & How to Develop Them — article from Harvard Business Review

Chapter 2 Resources: Questions & Active Listening

What happens in the brain during a ‘eureka!’ moment? — article from Medical News Today

Chapter 3 Resources: Nonverbal Communication

Former FBI Agent Explains How to Read Body Language — video from WIRED

Chapter 4 Resources: The HAPPY Client Framework

Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots — study from Journal of Financial Planning

Chapter 5 Resources: Introversion & Extroversion

Introversion/Extroversion Test — quiz from Psychology Today

Chapter 6 Resources: Client Interaction Styles

Six Tips For Communicating Effectively With Gen-Z In The Workplace — article from Forbes

Chapter 7 Resources: Marketing Primer for Professionals

How to Write an AI Prompt — First40 worksheet

Chapter 9 Resources: Positivity & Gratitude

The Happiness Advantage: Linking Positive Brains to Performance — TEDX Talk delivered by Shawn Achor

Chapter 10 Resources: The Importance of Documentation

Storyworth.com — email prompts that document family memories

Chapter 11 Resources: Infusing Voice & Humor into Family Storytelling

Writing Prompt: I Remember — article from the library director at the University of Arizona

Chapter 12 Resources: Closure — The Final Chapter

Create Your Own Closure Map: Avoid an End-of-Life Scavenger Hunt — First40 workbook