Estate Planning for Doctors Seminar Marketing Package

Want to Attract More Doctor Clients to Your Practice?

If you’re looking to grow your practice with affluent clients who need estate planning—and can afford to pay for it—doctors should be at the top of your list. But how do you reach them? How do you cut through the noise and actually get them to take action?

The Answer: A Proven Seminar Strategy That Works
Designed by nationally renowned estate planning seminar expert, Attorney Philip Kavesh, this seminar marketing package has been specifically tailored to attract doctors—and it’s ready for you to use.

With decades of experience and a track record of success, Phil has developed a formula that not only grabs doctors’ attention but also gets them to take action. This isn’t theory — it’s a field-tested system that’s helped professionals just like you bring in high-value doctor clients.

Why Doctors Make Ideal Clients

Doctors are high earners, often overworked, and face unique risks and liabilities that make asset protection and estate planning not just a luxury—but a necessity. But they’re also notoriously hard to reach, with packed schedules and little patience for anything that doesn’t feel immediately relevant or valuable.

So, how do you break through?

3 Smart Ways to Reach Doctors

Through working with hundreds of advisors, attorneys, and professionals like you, we’ve found the top three most effective strategies to get in front of doctors:

1. Referral partnerships with CPAs, financial advisors, and insurance professionals who they already trust.

2. Referrals from your own doctor-clients who know the value of your services.

3. Speaking directly to groups of doctors, such as local medical associations or hospital staff meetings.

Sound simple? It is — but the execution is where most people get stuck.

The Doctor Seminar Marketing Package

We’ve done the hard work for you and created a complete seminar marketing system that’s already been tested, refined, and proven to work—so you don’t have to start from scratch.

This turnkey package includes:

• A professionally designed PowerPoint presentation (fully editable and branded for you)

• A complete seminar script tailored to doctors’ real concerns

• Marketing materials and outreach templates to help you book speaking opportunities

• Tips for leveraging your existing doctor-clients to get in front of new prospects

🎯 Focus: Asset Protection, Tax Reduction, and Estate Preservation — the hot-button issues that immediately grab a doctor’s attention.

No Need to Be a Technical Expert

Worried that you’re not an expert in advanced tax law or asset protection? Don’t be.

This package is designed to be simple and clear—even for professionals who aren’t legal specialists. Whether you’re an estate planning attorney, CPA, financial advisor, or insurance agent, you can confidently present this seminar, and then collaborate with specialists for implementation when needed.

(Remember: doctors understand the value of referring to a specialist better than anyone.)

Not Giving Seminars? No Problem.

Even if you don’t plan to present to a group, this presentation works perfectly in one-on-one settings. Use it like a flipbook in client meetings or integrate it into your sales process—the included script shows you exactly what to say to keep it simple and compelling.

Bonus: Educate Referral Partners Too

This seminar does double-duty. Use it to educate potential referral sources like CPAs and financial advisors on asset protection—and let them bring doctor clients directly to you.