Is Your Client Database Up to Snuff?

Many estate planning attorneys think that their client database is up to par, but the more we continue to help estate planning attorneys and their practices, the more that we are starting to see that this is an area that is severely lacking for many.  And it’s not their fault.  This is the kind of stuff they never teach you in law school and is often overlooked in many business and marketing courses as well.

That is why Ultimate Estate Planner Practice Success Coach, Kristina Schneider, has put together this very practical presentation entitled, “Client Database 101: What You Need to Know About How to Successfully Set Up Your CRM”.

During this 37-minute presentation, you will learn:

• What exactly should your client database be doing for your practice (and, just as importantly, what is it likely NOT doing for you!)

• What makes for an effective client database

• The 2 reasons why your client database is the most valuable asset you have as a business owner!

• What kind of data should you be tracking in your client database

• The most important feature your client database should have (which many do not!)

• Which software system is best to use and how should you evaluate what’s best for you?

• What Phil’s law firm uses and why it works, even if the software isn’t ideal

• Steps and tips for getting your client database in order and how to get your staff on board with this task when they may already be overloaded with other duties

• And much more!

Your purchase includes an instantly downloadable video and audio presentation, PDF handout materials, accompanying exhibits and examples.  You get all of this and more for your office for just $249.  A PDF transcript is available as an add-on for an additional fee.