Successful Initial Client Interview & Appointment Closing Tips Package

successful-estate-planning-initial-client-meeting-forms

Includes: Digital download of a 2-part 3-hour training programs, modifiable forms and checklists.

SKU INITIALCLIENTINT

$1,495.00

Share on Social

Description

Master the Art of the Close:
Turn Initial Client Meetings
Into Signed Engagements

A Proven 2-Part Training + Done-for-You Forms
to Confidently Guide the Interview and Seal the Deal

The initial client interview is your single best opportunity to convert interest into a long-term engagement—yet many estate planning professionals leave money on the table by not mastering this critical moment.

In this powerful training package, you’ll tap into over 40 years of experience and learn directly from nationally renowned estate planning attorney Philip Kavesh, J.D., LL.M. (Tax), California State Bar Certified Specialist in Estate Planning, Trust & Probate Law how to confidently lead initial client meetings, address objections with ease, and consistently close more business—without feeling “salesy.”

Here’s What You’ll Learn:

  • What to communicate before the meeting so clients arrive ready to move forward

  • How to train referral sources to set you up for success—and what they should avoid saying

  • How to structure your calendar for more productive and profitable meetings

  • The two key steps between booking and meeting that most attorneys overlook

  • How to get in the right mindset to lead with confidence and clarity

  • A word-for-word opening script to eliminate awkward starts and take control

  • A clear meeting agenda and structure that naturally leads to the close

  • How to handle common challenges like missing info, absent spouses, or third-party interference

  • How to use a simple, one-page engagement letter to close more clients on the spot

  • Proven ways to overcome objections like:

    • “We need to think about it.”

    • “We’re shopping around.”

    • “I need to talk to my [spouse/advisor].”

    • “Can I get it done for less?”

  • When to use a technical vs. emotional close

  • How to win over skeptical or analytical clients

  • Advanced techniques like the “silent pause,” the “Columbo Gambit”, and “The Takeaway”

  • Two simple follow-ups that can turn a “no” into a “yes”

Here’s What You’ll Get in This Training Package:

✅ A 2-part audio training packed with real-world strategies that work
✅ Proven scripts and techniques to gain trust and buy-in quickly
✅ Done-for-you forms and templates to guide every step of your process
✅ Bonus tips to eliminate no-shows, reduce consultation fatigue, and boost referrals

Whether you’re just starting out or looking to improve your close rate, this training will elevate your client experience—and your bottom line.

You don’t have to figure it out on your own. Even if you walk away with just one or two new techniques, they could help you close just one more client—and that alone would more than pay for this investment!

Details

What’s Included in the Successful Initial Client Interview & Closing Tips Package

Everything you need to run smooth, professional first meetings—and convert more prospects into paying clients.

🎧 2-Part Training Program (Over 3 Hours of Audio + PDF Handouts)

  • Part 1: Properly Orchestrating the Initial Meeting

  • Part 2: Advanced Initial Meeting Closing Tips
    Learn proven strategies to build trust, handle objections, and confidently close the deal—without being pushy.

📄 Client Meeting Forms & Templates (Modifiable Word Docs)

Use these plug-and-play forms to guide the meeting, protect your practice, and boost conversions:

  • Engagement Letter – Authorizes legal work and outlines payment terms

  • Acknowledgement of Info Given – Protects you if a client opts out of your recommendations

  • Agreement to the Presence of Others – Waiver for third parties attending the meeting

  • Friends & Family Disclosure – Manages conflicts of interest between related parties

  • Checklist When Reviewing Another Trust – Internal checklist for reviewing outside plans

  • Divorce Checklist – Key actions to take when a client is divorcing

📦 Appointment Confirmation Kit

Start off strong by setting clear expectations and reducing no-shows:

  • Meeting Requirements Sheet – Checklist for clients on what to bring

  • Directions & Instructions Cover Page – Ensure clients show up prepared

  • Client Questionnaires – Tailored versions for new, existing, and Living Trust clients

  • Confirmation Call Script – Know exactly what to say to lock in the meeting

  • Follow-Up “Sales” Letter – A second chance to close hesitant prospects

All forms are fully editable in Microsoft Word so you can customize them for your firm’s unique needs.

Reviews

Reviews

There are no reviews yet.

Be the first to review “Successful Initial Client Interview & Appointment Closing Tips Package”

Your email address will not be published. Required fields are marked *

Featured Products

Contact Us

captcha