The Top 10 Estate Planning Mistakes Living Trust Seminar Marketing Package

Seminar marketing can be and continues to be an effective tool for marketing any estate planning practice. It has been proven to help save time (that would have otherwise been spent meeting with several potential clients in one-on-one meetings). It has also been proven to help pre-close prospective clients who may just be shopping around for an estate planning attorney. And, most importantly, it is a great tool to help prospective clients stop procrastinating and get off the fence to get this much-needed planning completed for their loved ones!

Ultimate Estate Planner President and estate planning attorney, Philip Kavesh, has built his law firm through the process of seminar marketing for over the past 40+ years. His law firm, which consists of almost 10,000 clients, consistently holds Living Trust seminars each month to help drive in new business to the firm. Having given well over an estimated 3,000 of these Living Trust seminars in his career, Mr. Kavesh has certainly developed a system and a seminar that works!

Whether you’re new to seminar marketing or you’ve given your fair share of seminars, our Top 10 Estate Planning Mistakes Living Trust Seminar Marketing Package is the perfect product for any living-trust-centered practice. It includes everything you need, including direct mail marketing pieces, seminar presentation, seminar script, presentation handouts and even some appointment booking tools to help you close more appointments at the seminar. All of this is available for a reasonable one-time licensing fee that can easily be made up with just one or two new client engagements!

Don’t Give Seminars?

No problem! Not everyone likes to give seminar presentations to their clients and prospective clients. But your one-on-one meetings are essentially mini-presentations, just in front of a larger audience. You can modify all of the items that come in this package to encourage people to contact you and set up an appointment and you can use the presentation slides as flip charts or visual aids in your one-on-one meetings to help you close more one-on-one meetings!