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- PRODUCTS
- Bring In More Clients Through Successful Seminar Marketing
- Generate More Revenue from Existing Clients
- Raise Your Fees
- Build Great Support Staff
- Add Great Associate Attorneys
- Make More Revenue from Trust Administration
- Engage More Client Through Successful Initial Meeting Techniques
- Buying or Selling A Practice
- More Efficient Office Systems
INSTANT DOWNLOAD: “Proper Staff Support —The Days Before the Seminar, During the Seminar & Immediately Afterwards”
86 minutes
Are Your Seminars Losing Potential Revenue Because Your Staff Isn’t Taking the Necessary Steps Before, During & After Each Seminar?

Are Your Seminars Losing Potential Revenue Because Your Staff Isn’t Taking the Necessary Steps Before, During & After Each Seminar?
You could be one of the best estate planners, one of the best public speakers, or even one of the best marketing minds, but when it comes to successful seminars, if you don’t have the proper staff support and preparation before, during, and after the seminar, your seminar marketing results will suffer.
The science behind successful seminar marketing comes with a very clearly defined set of procedures to follow, many of which must be attended to by your staff. These steps are key to ensuring that not only does the seminar run smoothly, but that you actually get enough people to the seminar, make appointments right at the seminar, and follow up with leads after the seminar, so that they actually show up for their appointments and engage you.
Join nationally recognized estate planning attorney and President of The Ultimate Estate Planner, Inc., Philip J. Kavesh, J.D., LL.M. (Taxation), California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, for a very special presentation entitled, “Proper Staff Support —The Days Before the Seminar, During the Seminar & Immediately Afterwards”.
In just 86 minutes, you’ll learn:
✅ How to select and train the right staff members to manage your seminar marketing and set up and facilitate your seminars
✅ What the seminar facilitators’ tasks are and how to determine how many should be at the seminar
✅ Which staff tasks can be farmed out to third-parties and which shouldn’t be
✅ The critical day before “packing list” that must always be used (so you don’t lack that one thing you’ll need when “Murphy” shows up at your seminar)
✅ How to set up the seminar room for maximum results
✅ What the facilitators should say and do at the seminar — and not say and do — so you make appointments with over 80% of attendees, right there at the seminar!
✅ Key follow-up steps after the seminar, which will directly impact your profit (or loss!)
✅ What reports must be generated the day after, a week after, and a month after — so you can hold everyone accountable and continue to perfect your system and results!
Your purchase includes an instantly accessible video & audio recording and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
INSTANT DOWNLOAD: “Proper Staff Support —The Days Before the Seminar, During the Seminar & Immediately Afterwards”
$299.00
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