By Kristina Schneider, Practice Success Coach Having worked with numerous estate planning professionals over the years, one of the issues that a lot of people have struggled with are appointment and seminar no-shows and cancellations. One of my first questions is always, “What does your confirmation process look like?” For some, they don’t have any process in place at all. For others, they have a mixture of an e-mail that is sent or a phone call the day before. While something is better than nothing, there is always room for improvement to help reduce the number of no-shows and cancellations….
A Funny Thing Happened on the Way To… (Some of My Craziest Seminar Stories from Over the Years)
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law If you have ever attended one of my presentations, you already know that one of my favorite things in life and throughout my career has been presenting educational seminars on estate planning. What you may not know, however, are some of the unusual stories and occurrences I have experienced in doing over 3,000 seminars over the past 35 plus years. I’ve had so many funny, odd and not-so-funny events happen on the way to, during and after seminars that…
When the Prospective Client Says, “How Much Does It Cost?”
By Steven J. Oshins, Esq., AEP (Distinguished) The cost of the legal work will at some point become part of the up-front discussion with a prospective client. Many such prospective clients hear how much the legal fees are and roll their eyes as though they are being suckered. I’ve had many conversations go something like this: Prospective Client: How much does it cost? Attorney: We charge $30,000. Prospective Client: That much? I was quoted $5,000 by another attorney. Attorney: That was to prepare a Revocable Trust. I’m trying to do advanced estate planning for you which should save your family…