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
Coming Soon!
Unlock the Secret Formula to Closure
Preview our new book to help guide client closure conversations.
Bulk Workbooks
Bulk Order Discounts for Advisors & Professionals
Show your clients you care by giving them the gift of closure.
Custom Options
Luxury Cover, Leather, and Embossing Options
Personalize your branded inscription page. (Minimum purchase of 125)
Advisor Coaching
Discover the Trillion Dollar Closure Connection
Learn how to attract & retain high-value clients through the Great Wealth Transfer.
Groups, Workshops, & Speaking
Client Workshops
Empower Your Clients to Work Through the Steps Together
First40 consultants facilitate an overview session delivered virtually or in person.
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.