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 & Membership
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
Coming Soon!
Unlock the Secret Formula to Closure
Preview our new book to help guide client closure conversations.
Membership
Join Our Community of Professional Partners
Get discounts on workbooks, workshops, & marketing resources.
Groups, Workshops, & Speaking
Client Workshops
Empower Your Clients to Work Through the Steps Together
First40 consultants facilitate four sessions for a group of 4-14 clients.
Build A Workshop
Personalize a Group Experience for Your Clients
Help your clients through sessions facilitated by First40 consultants.
Keynote Speaking
Inspiration for Clients, Companies, and Communities
Inspire connection and have some fun while getting the hard stuff done.
Consulting
We Work with You to Unlock the Secret to Business Success
Our customized consulting can help attract and serve multigenerational clients.