Trust, estate, and wealth preservation lawyer Dave Frees shares tactics for improved persuasion, influence, and communication.

Guest Biography

David is an author, attorney, internationally known speaker and seminar presenter. By the time he was twenty-three, David had visited all fifty states, lived in and studied in four countries and started two businesses, and he has yet to slow down! He is chairman of Success Technologies Inc. and Red Wire Press, and a partner in the law firm of Unruh Turner Burke & Frees where he represents numerous entrepreneurs, executives and corporate clients including banks, developers, and corporations. David has appeared on National Public Radio (NPR) and various radio programs and co-hosted “Abundant Living,” a weekly radio interview program dealing with wealth, goal setting and achievement. He is also the author of the communications book, “The Language of Parenting” and a weekly newspaper column. David has served as a member of the board of directors, an officer, or advisor to many corporations and charitable organizations including the American Cancer Society, the Valley Forge Historical Society, Sentry Technologies, Inc., Success Technologies Inc. and First Financial Bank.

He has addressed national and international corporate audiences, conferences, conventions and retreats, including employees of J.P. Morgan, PECO Energy, Verizon, Smith Barney, GE, Omnicare, ARAMARK Service Master, the Professional Association of Health Care Office Managers, as well as numerous professional trade associations, Chambers of Commerce, school districts, colleges, universities, business and political groups, including elected officials, political candidates and state legislators.

David lived in and attended school in New Zealand, Australia and Great Britain. He later returned to the United States and attended Dickinson College as an undergraduate student and graduated from the University of Pennsylvania Law School where he also founded and managed a business, Execucom, Inc., to assist young professionals and professional students. He is father of three children, a black belt in Tae Kwon Do and a certified second degree black belt martial arts instructor.

In this episode, you'll learn:

  • The importance of identifying major trends.
  • Why everything we say can be considered manipulation. Dave empowers us with a couple of questions that can help create a better client experience.
  • The importance of communication in multi-generational estate planning.

Show notes:

Find more from our guest:

Mentioned in this episode:

Runnymede Money Tip of the Week

  • Creating a roadmap of all your online accounts for estate planning.

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Special thanks to Jim Kimo West for the music.