One of the best ways that you can market your firm’s services and expertise and generate more client referrals is by providing educational seminars for your local CPAs and enrolled agents. Some of the best and untapped opportunities for client referrals are from CPAs. Whether you are looking to market to them just before they head into tax season or want to develop referral relationships with local CPA referrals with a topic that may attract them sometime after they’ve returned to the office following the busy tax season, it’s important to have that tool to get yourself in the door. Free continuing education seminars for your local CPAs are a great way to do this.
Rather than re-invent the wheel and start from scratch on putting together educational seminars that target CPAs, why not use a tested and proven seminar that’s already available and ready-to-use? Now you can with one of our continuing education seminar packages for CPAs entitled, “The Top 10 Pre & Post-Mortem Estate Planning Mistakes CPAs Make”!
Benefits of The Pre & Post-Mortem Estate Planning Mistakes CPAs Make CE Seminar Marketing Package for Professionals
Here are just a few benefits of our Pre & Post-Mortem Estate Planning Mistakes CPAs Make CE Seminar Marketing Package for Professionals.
- A (reasonable) one-time licensing fee. We don’t charge any on-going membership fees or annual license renewal fees. You only have to pay us once to purchase the license and rights to use our product and you won’t be required to pay any on-going fees to use it in the future. Should we have any major updates to the manual, you may be given the opportunity to purchase an update at a nominal fee.
- No territorial exclusives. We don’t provide people territory exclusives, which means that anyone can get this seminar for his or her estate planning practice - - all the more reason you should get this package before your nearby competitors do and start marketing their services to all of your potential CPA referral sources!
- We provide product demonstrations. Unsure of buying a product sight-unseen? No problem. We understand, which is why we are pleased to offer one-on-one demonstrations and answer any questions you might have about our products upon request. Simply call us at 1-866-754-6477 or e-mail us to schedule a product demonstration.
- Our product has been tested and proven to work. One of the biggest benefits of the Ultimate Pet Trust Legal Document & Marketing Package is that it has been tested and proven to work in Eden Rose Brown’s practice. And not only do you get the legal provisions (including a standalone trust document), but you also get a variety of marketing materials that will help you promote this niche area of estate planning - - not just to your clients, but your referral sources as well! Your time is valuable and, most likely, limited, so save yourself the hassle of having to reinvent the wheel.
- On-going support. It is important to us that you are successful with the products that you purchase from us, which is why we are including as part of your purchase of this product Eden’s On-Demand Program about how to add estate planning for pets to your practice. Also, don’t forget that we are always available for any of your questions or implementation issues that you may run into.
What’s Included in The Top 10 Pre & Post-Mortem Estate Planning Mistakes CPAs Make CE Seminar Marketing Package for Professionals?
The Top 10 Pre & Post-Mortem Estate Planning Mistakes CPAs Make CE Seminar Marketing Package for Professionals comes with the following items:
- Seminar PowerPoint Presentation with 60 slides to help educate and inform your local CPA referral sources about common estate planning mistakes made by CPAs in the pre-mortem and post-mortem planning stages (along with how to avoid them).
- Seminar Script so that you will know what to say for each and every slide in tested and proven phrases and explanations that hits all of the hot buttons for CPAs, showing them the importance of cooperatively working with your firm to assist with their client’s pre- and post-mortem estate planning needs.
- Direct Mail Marketing Materials featuring a direct mail flyer piece and email (or newsletter) marketing piece that will help drive interest and attendance to the seminar.
- Seminar Handouts including a seminar outline, response form and other helpful flyers and handouts.
- Continuing Education Credit Forms & Tools including guidance on providing continuing education to CPAs for attending the seminar, plus Certificate of Attendance and Sign-In Sheet tools to use to help provide credit.
- 60-Minute Audio Implementation to help you with implementation of this seminar package in your practice so you can hit the ground running from the moment you purchase it!
The seminar presentation comes in a modifiable Microsoft PowerPoint format and the seminar handouts come in a modifiable Microsoft Word format for you to be able to easily modify, edit and use in your practice.