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The Initial Client Interview & Appointment Closing Tips Package
Pick up a check at over 85% of your first meetings! Complete with all of Phil’s client meeting forms, including a Confidential Client Questionnaire, Engagement Letter, the “Nucular” Bomb, and much more! Plus, learn how to improve your close rate with Phil’s “Appointment Closing Tips”, which goes over the most common objections from clients and how to handle them! Package includes: CD containing all client meeting forms, questionnaires, internal forms, and Phil’s “Initial Client Interview & Appointment Closing Tips”.
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Developing Successful Attorney & Financial Advisor Referral Relationships Package
Learn and utilize the tools necessary to perfect the estate planning attorney and advisor referral relationship and make it the most profitable process for both the attorney and advisor! Find out how the client hand-off is done legally and ethically utilizing the referral forms that Phil has used for years in his own practice. Package includes: CD containing Phil’s “Tips on Creating a Successful Attorney & Advisor Referral Relationship”, plus all of the referral forms (Client Permission Slip, Consumer Rights Disclosure, Lobby Quiz, and more!).
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The Ultimate Client Survey & Referral Generator Package
Utilize this unique client survey program to provide extraordinary customer service, generate more client referrals, create speaking opportunities and provide a nice “personal touch” to your practice! Package includes: CD containing form letters, scripts and instructions for use.
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Corporate & Group Seminar Training Package
Learn how to get and present more successful seminars to groups, clubs and organizations—and how to generate a “domino effect” of new speaking engagements! One of the most inexpensive ways to gather new business is through the use of private seminars for groups and clubs. This package will give you the tips and training necessary for you and your staff to begin generating qualified client prospects! Package includes: Training DVD, along with a CD with form letters and handouts.
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Turnkey Seminar Marketing Manual
Incorporating over 25 years of Phil’s seminar marketing experience, this special internal operating manual details the entire seminar marketing process from A to Z. It will take you (and your staff) through each and every step, with all of the various checklists, forms, and examples you will need. An absolute “automatic” and “foolproof” system for you and your staff so you can begin holding more—and more profitable—seminars, as soon as you get back to your office! Your savings on your very first seminar—in terms of reduced staff time and expense—will more than cover the price! Package includes: Turnkey Seminar Marketing Manual plus CD with forms.
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