Client 3-Year Review Marketing Package

INSTANT DOWNLOAD: “How to Set Your Fees”

INSTANT DOWNLOAD: “The Top 10 Year-End Practice-Building & Marketing Ideas of 2020” by Kristina Schneider

INSTANT DOWNLOAD: “How to Set Up Successful Estate Planning Webinars: Best Practices for Better Results” by Kristina Schneider

Phil Kavesh’s SECURE Act Seminar Presentation & Marketing Package

Robert Keebler’s SECURE Act Client PowerPoint Bundle Pack

Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package

The 2012 LLC Marketing & Sales Kit

The 2012 Completed Gift DAPT Marketing & Sales Kit

The 2012 Installment Sale Marketing & Sales Kit

The 2012 DAPT Marketing & Sales Kit

The 2012 Dynasty Trust Marketing & Sales Kit

The 2012 GRAT Marketing & Sales Kit

How to Successfully Market an Estate Planning Practice by Philip J. Kavesh

Personal Consultation with Attorney Philip Kavesh

The Ultimate Estate Planning Seminar Marketing Starter Kit

Seminar Marketing Consultation

Step-By-Step Guide to The Client Referral Process

The Step-By-Step System for Setting Up Wholesale Seminars & Advisor Events

The Basic Living Trust Seminar Video by Philip J. Kavesh