Seminar Marketing Consultation

The 2021 Tax Reform Client Letter & Marketing Piece

Robert Keebler’s 2021 Tax Reform Client PowerPoint Presentation

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

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

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

Seminar Response Form

Seminar Discount Certificate

Seminar Appointment Booking Reminder Cards

Seminar Handout: Federal Estate Tax Chart