How Can an Estate Planning Practice
In the Under $5 Million Estate Market
Make Money Today?
If you work mainly with clients who have estates of less than $5 million, you’re facing (or will soon face) some or all of these challenges:
- Clients’ tight spending habits during this recession
- Increased low priced competition from other attorneys, paralegals, financial advisors and the internet (need we say “Legal Zoom”?)
- Reduced need for advanced level estate tax planning beyond the Living Trust
- Reduced need for post-death trust and estate administration
- Marketing and referral relationships that have become too expensive or just aren’t working!
If you want to stay profitable, what must you do, right now, in 2014?
Some “experts” are saying the answer is to get into income tax planning or asset protection, or sell an annual maintenance plan to your clients. That’s not what we’ve found to work!
What is working? Nationally renowned estate planning attorney and Ultimate Estate Planner President, Philip Kavesh - - whose practice is one of the largest and most successful in the country - - is going to share with you some of his powerful practice building secrets, that are working right now, in one of our most popular, once a year teleconferences.
Hear Phil reveal how he is successfully “tweaking” his practice for 2014, including:
- What are the hottest estate planning “products” for 2014 that will bring in new client work?
- What new services can you “up-sell” to existing clients?
- How can you reduce marketing and overhead expenses so you increase your bottom line?
- How can you reorganize personnel tasks (so you can work less)?
- A little used resource to help maximize your staff efficiency and teamwork - - while reducing your own time and headaches!
- Why and how you may want to change the target audience of seminars, as well as the content and venues
- Special e-marketing tips - - so email, blogs, newsletters and your website actually drive business to you
- Re-working referral networks with financial advisors as well as with other estate planning attorneys - - so they actually work!
- And much more!