How Do You Attract Doctors
and Turn Them Into Clients?
If you’re looking for high net-worth clients who really need estate planning (and can afford your fees), look no further than doctors.
The problem is…while doctors can be a great target audience, how do you reach them?
Here are the top 3 ways that we and others have found:
Referrals from other professionals they work with (CPAs, financial advisors, insurance agents, etc.);
Referrals from doctor-clients you already have; and,
Speaking in front of captive doctor groups, like a meeting of local specialists.
Sounds elementary, but how do you open these gateways?
And once you do reach the doctors, how do you get past their busy schedule and short attention span to grab and motivate them to take action?
The answer is simple. A short, sweet, entertaining seminar specially designed for doctors that hits their biggest “hot button” - - asset protection!
Of course, like all marketing, “the devil is in the details.”
The good news is we already have a marketing package that can help get you there. One that has been tested and proven to work, so you won’t have to spend countless hours trying to recreate the wheel, then test and refine it through trial and error.
What's Included in the Estate Planning for Physicians Marketing Package?
The Estate Planning for Physicians Marketing Package comes in an immediately downloadable zip file containing the following items:
Seminar PowerPoint Presentation with over 35 slides to help educate and inform prospective doctor clients about the importance of estate planning and what available advanced-level planning options they should be considering. This seminar presentation can be used in one of the following three ways:
As a “retail” seminar directly to potential doctor clients who have been referred to you by, or are colleagues of, an existing doctor client (or to a doctor group, like a meeting of local specialists in a particular field, where you have been referred to that group by an existing doctor member.)
As a continuing education seminar to other professionals (CPAs, Enrolled Agents, financial advisors, insurance agents, etc.) who may have doctors as clients.
Directly with a doctor-prospect during your one-on-one meetings (as a flip chart or computer presentation).
Seminar Script so that you will know what to say for each and every slide in tested and proven phrases and explanations that motivate prospective doctor clients to want to get their estate planning done and, most importantly, done with your firm!
Seminar Marketing Materials featuring a tested sample wedding-style type invitation that has been used to drive interest and attendance to the seminar.
Seminar Handouts including a seminar outline and response form to help attendees follow along. Also includes suggestions for handouts to include.
Appointment Booking Tools including a discount certificate to help incentivize and motivate people to schedule appointments and appointment cards to help make the appointment scheduling process go over smoothly and efficiently.
Instructions for Use so that you will be able to quickly and easily implement this product in your practice!
The seminar presentation comes in a modifiable Microsoft PowerPoint format and the seminar handouts come in a modifiable Microsoft Word format for you to be able to easily modify, edit and use in your practice.
Below is a simple product demonstration to help give you an idea of what is included in this package.
The presentation continues on to cover a number of other planning strategies ranging from basic to advanced, including but not limited to, The Living Trust, Irrevocable Trust, Life Insurance, IRA Inheritance Trust®, Qualified Personal Residence Trusts, Domestic Asset Protection Trusts, ERISA Plans and Charitable Remainder Trusts.
Don't Give Seminars?
No problem! You can modify all of the items that come in this package to encourage people to contact you and set up an appointment rather than attend a seminar. The seminar presentation is short and simple enough that you can utilize it in one-on-one meetings as a flip chart presentation to your prospective doctor clients and the script included in this product will help you know exactly what to say!
Not an Advanced Estate Tax or Asset Protection Expert?
That's a huge advantage of this package! This marketing package is simple enough for doctors that you don’t have to be an advanced-level estate tax and asset protection attorney to present it! Whether you're a basic-level estate planning attorney, financial advisor, life insurance agent, or CPA, you can successfully use this package too - - and then bring in the specialists you need to implement what you’ll cover. (After all, doctors can appreciate bringing in specialists more than anyone, right?)
Plus, in addition to marketing directly to doctors, this seminar can serve “double-duty” in that it can be used to educate other professionals (potential referral sources) about asset protection planning and then let your potential referral sources bring your new doctor clients directly to you!
Benefits of The Estate Planning for Physicians Marketing Package
Here are just a few benefits of our Estate Planning for Physicians Marketing Package.
A (reasonable) one-time licensing fee. We don't charge any on-going membership fees or annual license renewal fees. You only have to pay us once to purchase the license and rights to use our product and you won't be required to pay any on-going fees to use it in the future. Should we have any major updates to the seminar, you may be given the opportunity to purchase an update at a nominal fee.
No territorial exclusives. We don't provide people territory exclusives, which means that anyone can get this seminar for his or her estate planning practice - - all the more reason you should get this package before your nearby competitors do!
We provide product demonstrations. Want to see more of this product before buying? Have questions you want answered? No problem. Simply call us at 1-866-754-6477 or e-mail us to schedule a product demonstration.
Our seminar has been tested and proven to work. One of the biggest benefits of our Estate Planning for Physicians Marketing Package is that it's been tested and proven to actually work in Mr. Kavesh's law practice. This isn't a seminar that he put together for the purpose of selling to others. He put this seminar together for his law practice and successfully gave this seminar before a group of physicians to help drive in new clients to his law firm. Your time is valuable and, most likely, limited, so save yourself the hassle of having to reinvent the wheel.
On-going support. It is important to us that you are successful with the products that you purchase from us, which is why you not only receive instructions to help train you with this product, but we are also always available for any of your questions or implementation issues that you may run into.
The regular price of our Estate Planning for Physicians Marketing Package is a one-time licensing fee of just $995!
As you can see, with the addition of just one more doctor client, you can easily make back the cost of this package - - (and then some!). If cash flow is a bit tight and you would prefer a monthly payment plan option, please call our office at 1-866-754-6477 or e-mail us and we can provide you your monthly payment options for this product.
Below are some related products that go well with our Estate Planning for Physicians Marketing Package.
Steve Oshins' Advanced Estate Tax Planning Sales Tools
The Flexible Irrevocable Legal Document Form Package
The IRA Inheritance Trust® Legal Document Form & Training Package
The A-Z Guide to Seminar Marketing for Estate Planners
For your convenience, you can purchase Estate Planning for Physicians Marketing Package from one of the following two ways.
Online: Purchase online - - it's fast, safe and convenient!
By Phone: Call us at 1-866-754-6477
NOTE: Unfortunately, this product is not available for purchasers located in and around the Los Angeles and Orange County areas. Sales tax is only applicable to California purchasers. Some LA and Orange County attorneys may be sold portions of this package. For more information, call Kristina Schneider at 1-866-754-6477.
Five Benefits of Choosing Ultimate Estate Planner Products
When it comes to products to help your estate planning practice, we know that you have a lot of choices available. Here are just five benefits of choosing products with The Ultimate Estate Planner, Inc.
Proven & Tested - One of the best things about our products is that all of our products have been proven and tested to actually work. Our products are developed by our President, Philip J. Kavesh, for the purpose of marketing his own law practice. He has put the rubber to the road, so that you can be confident that you're purchasing products that aren't just based on theory, but on what actually works!
Customer Service & Support - We aren't a large company and pride ourselves in providing the best customer service and support available. You won't be forwarded to someone outside of the country. You won't be left on hold, wasting precious minutes of your time. You won't have to speak to different or multiple people every time you call us. We want you to succeed and our goal is to see you to your success! We are open Monday through Friday from 8:30am to 5pm Pacific Time and return phone calls and e-mails within less than 24 business hours at all times.
No Annual Licensing Fees or Membership Contracts - All of our products are sold with one-time licensing fees, so you don't have to get locked into long-term contracts with penalties and other limitations that prevent you from continuing to use your invested money.
Customizable Plans & Flexibility - We know that times are tough and cash flow can be an issue for many estate planners today. This is why we want to work with you and help you customize your product selection and work with you and your budget. No practice or budget is too small for us, because we understand that every estate planner has to start somewhere and we'd love for you to start your estate planning practice with us (or improve the one you've already started).
100% Money-Back Guarantee - It is important to us that you are happy with your purchase with us and we stand behind all of our products with such confidence that we back it up with a 100% Money-Back Guarantee. If you are not happy with your purchase, call our office and we will immediately help you--whether it's assisting you with the implementation of a product, helping you identify another product or refunding your money in full. So now you can browse our website and know that all of the risk is on us!