NEW SERVICE: Personal Consultation on Seminar Marketing with Ultimate Estate Planner Executive Director, Kristina Schneider

Think seminar marketing is dead? Not finding the same results with seminars as you used to? Your results may be due to some very important details, systems and procedures that you aren’t doing correctly (or even at all!). The devil is in the details and not following the tested and proven procedures for successfully implementing seminars may severely impact your seminar results. If you’re not regularly getting business from seminars, closing over 75% of your seminar attendees and over 75% of those coming in from your seminars, you might benefit from this brand new expert consultation we are now offering….

New White Paper: “How to Handle the Q&A Session at the End of a Living Trust Seminar”

Holding a Questions & Answers Session at the conclusion of a seminar presentation is always important, but perhaps not for the reasons that you might think. The Q&A session of a retail seminar, geared to generate business from either your existing clients or prospective new clients, is a great opportunity to develop interaction between you (the speaker) and the audience. It’s also an opportunity for you to find out what issues people are most concerned with. Keep in mind, while it might be tempting to want to completely answer each question you get, you don’t want to get into too…

7 Tips for Making More Appointments – – Right at a Seminar!

By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Many seminar speakers forget (or don’t realize) that the main goal of a seminar is not to educate, but to motivate the attendees to make appointments with you before they leave the seminar! Our goal is always to make appointments with a minimum of 80% of the “units” attending (husband and wife equal one unit).  That may be a lofty goal for you to begin with, but you should at least shoot for an initial appointment rate of 50%. …

Successful Seminar Marketing 101: Tips for Getting Started

Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law (UPDATED JULY 2015) I am a big proponent of seminar marketing.  That’s because I have regularly used seminars to successfully build and grow my practice over the past 30 years. Benefits of Doing Seminars Before we get into how to start up the seminar marketing process, it’s important for you to understand the benefits of doing seminars.  Some people believe that seminars are about educating people on estate planning or building your image and firm name…

A Funny Thing Happened on the Way To… (Some of My Craziest Seminar Stories from Over the Years)

Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law You may already know that one of my favorite things in life is presenting educational seminars on estate planning, whether it be seminars to market my law practice to the consumer public or presentations before my fellow estate planning colleagues. What you may not know – – and I’ve been asked to share with you here – – are some of the unusual occurrences I’ve experienced in doing over 2,000 seminars for my law practice over…

How to Help Your Clients’ Adult Children

Reposted from RegisteredRep.com | By Kevin McKinley Giving the young adults in your clients’ families a little time and attention can be beneficial for everyone involved. Most advisors are most interested in working with individuals who have the most money to manage. This usually means those who are about to retire or have just done so. But many of these clients have one thing on their minds that may be even more important and worrisome to them than their money: their fully-grown (if not yet fully-matured) children. Helping the next generation get off on the right financial foot could be…

Lawyers & Social Media – What You Need to Know

By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law I just finished the last educational program needed to meet my continuing legal education requirements for my California State Bar license. I took an on-demand course that I thought was not only timely and relevant, given that I have recently done quite a bit of work with my law firm (and with The Ultimate Estate Planner, Inc.), with respect to this topic, but also a topic that many attorneys should be looking into as well. The course I took…