Solutions for Our Professional Partners
Are you looking for tools to help your clients avoid an end-of-life scavenger hunt? See below for some of our professional partners’ favorite resources. If you don’t see what you need, contact us.
Books & Coaching
Trillion Dollar Closure Connection Book
The Financial Advisor’s Ultimate Blueprint
The key to attract & retain high-value clients through the Great Wealth Transfer.
Bulk Closure Map Workbooks
Bulk Order Discounts for Advisors & Professionals
Give the intergenerational gift of closure to your clients and their loved ones.
Custom Closure Map Workbook Options
Luxury Cover, Leather, and Embossing Options
Personalize your branded inscription page. (Minimum purchase of 125)
Financial Advisor Coaching
Discover the Trillion Dollar Closure Connection
Our 2-on-1 coaching model will unlock your practice’s unique opportunities.
Groups, Workshops, & Speaking
Client Workshops
Empower Your Clients to Work Through the Steps Together
First40 consultants facilitate an interactive and inspiring introductory session.
Build A Workshop
Personalize a Group Experience for Your Clients and/or Loved Ones
Help your clients through sessions facilitated by First40 consultants.
Custom Team Training
We Consult with You to Identify the Needs of Your Organization
Our customized approach will help teams attract and serve multigenerational clients.
Keynote Speaking
Inspiration for Clients, Companies, and Communities
Inspire connection and have some fun while getting the hard stuff done.