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      Pre-Disposed, Pre-Interested, Pre-Motivated and Pre-Qualified

      [...]

      30
      Apr
      Marketing and Selling

      Roget’s Thesaurus categorizes the terms “marketing” and “selling” as synonyms. For those of us providing [...]

      29
      May
      How Much Should You Budget Towards Marketing?

      As an estate planning national practice development expert, I’m frequently asked “How much should I [...]

      29
      May
      Have I Answered All of Your Questions?

      It’s often the little things that matter. A few years ago, I lost a client [...]

      29
      May
      Turning Your ‘No’ Into a ‘Yes’

      Remember when your kids were little and one of the first words they learned to [...]

      29
      May
      Income and Wealth Inequality

      The income and wealth inequality political movement has been growing for quite some time, coming [...]

      29
      May
      Packaging Your Wisdom

      As an estate-planning professional, how do you package your services so that your clients can [...]

      29
      May
      Quid Pro Quo

      Quid pro quo. If I refer a client to you, should I have a corresponding [...]

      29
      May
      Retirement as an Outmoded Concept

      Retirees constitute a large percentage of our estate or financial planning clientele, yet saving for [...]

      29
      May
      The Silver Bullet

      Those who know me understand that I love marketing my estate planning law practice. I [...]

      29
      May
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      • Home
      • Programs & Services
        • The Fast Track Course
        • Practice Xcelerator Event
        • The BluePrint Program
        • The Summit Counsel
      • About Us
      • Blog
        • Podcast Series Archive
      • Success Stories
      • Contact Us
      • Take the Assessment