You Could Help a Lot More People and Make a Lot More Money…
If You Knew the Secrets to Closing
Over 65% of Your Prospective Clients
At the First Meeting
You may feel you’re really effective in front of prospective estate planning clients, but have you ever really tracked your “close” rate? If you don’t already close - - that means get a signed engagement letter and check - - from over 65% of the prospects you meet, at the very first meeting, then read on…
Of course, attorneys don’t like to think in terms of marketing and sales. It’s “unprofessional”. But the reality is, you can’t practice your professional skills unless you get clients to engage you and pay you - - the stuff they didn’t teach you in law school or in continuing education courses!
Do you know…
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The 5 key steps that need to occur properly before you even hold your first appointment?
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How the most successful meetings follow a definite “script” that you better not vary from?
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How to address - - and, more importantly, overcome - - the toughest objections prospective clients throw at you? (Or, better yet, how about the objections they don’t even convey to you!)
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The 2 simple reasons most estate planning attorneys blow the first meeting and fail to engage clients?
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How to train your referral sources to properly prepare prospects before they see you?
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The “tools” you better be using - - or at least have at your fingertips - - at every initial meeting?
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How to arrange your calendar for maximum results?
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The one thing to be sure to give every prospect who leaves your office saying “no” - - that will often lead to “yes”?
Join us and nationally renowned estate planning attorney, Philip J. Kavesh, for a special program entitled, “Successful Initial Client Interview & Appointment Closing Tips”. During this 90-minute presentation, you will find out from someone with over 32 years of estate planning experience the real, practical and hands-on tips for successfully holding and closing your meetings with prospects and clients.
Think about it… if what you learn on this teleconference helps you close even one more client, you will receive back way more than the cost of the call!
PROGRAM DETAILS:
Title: Successful Initial Client Interview & Appointment Closing Tips
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Philip J. Kavesh, J.D., LL.M.(Tax), CFP®, ChFC, CA State Bar Certified Specialist
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc. and Philip J. Kavesh are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc. and Philip J. Kavesh. |