This is a seminar presentation to not only bring your clients back in and establish a connection with their Successor Trustees, but whether you have our Successor Trustee Manual or some other product or service to market to the trustees, this is the perfect marketing tool to do so. Check out the product demonstration below!
Click the Details Tab to see all that’s included with this product.
What’s Included in the Successor Trustee Seminar Marketing Package?
This downloadable product comes with the following items:
- Seminar PowerPoint Presentation with over 50 slides to help educate and inform existing clients, prospective clients and their Successor Trustees about estate planning and a review of the important action items for Successor Trustee.
- Seminar Script so that you will know exactly what to say for each and every seminar slide, done in a powerful and effective manner to educate, entertain and engage the audience, helping convince attendees to make a decision with you and your firm at the end of the seminar.
- Seminar Marketing Materials featuring a direct mail piece that was used to drive interest and attendance to the seminar.
- Seminar Handouts including a seminar outline and response form to help attendees follow along and give you a tool to help capture leads at the end of the seminar.
- 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.
- 60-Minute Audio Implementation so that you can easily and quickly implement this product in your practice and hit the ground running immediately after your purchase!
All of the forms come in a modifiable Microsoft Word or Microsoft PowerPoint format for you to be able to easily modify, edit and use in your practice.
NOTE: A Sample Manual (as noted in the product demonstration) is not included with the Downloadable Version of this product. One may be available to you at an additional cost.