Why Technical Presentations Don’t Work:
What Your Clients Truly Want to Hear
Craig R. Hersch
08/31/2022
Learn the importance of building long-standing accounts with your clients, and how this directly supports your practice.
File Room
PX PREVIEW WEBINARS
Practice Xcelerator Previews are short, less-than-an-hour webinars on topics that every Estate Planning attorney has on their mind.
Why Technical Presentations Don’t Work: What Your Clients Truly Want to Hear
May 31, 2022 No Comments
Read More » Previous Webinars
5 Ways To Generate Revenue
From Routine Requests:
Avoid Death by 1,000 Papercuts
Craig R. Hersch
08/10/2022
Learn how annoying little requests can become big fee generators that clients are happy to pay you for.
Why Did YOU UNDERCHARGE THAT CLIENT?
Craig R. Hersch
07/28/2022
Many estate planning attorneys undercharge for the level of skill, expertise, and experience that goes into their plans.
Top 5 Priorities of an understaffed office
Craig R. Hersch
07/15/2022
Have you felt like you’ve had to do it all? Is your practice suffering from a lack of qualified applicants?
Essential Webinars
The Commoditization Trap
The Experience Economy
Why Buy the Cow?
Systemizing, Yet Customizing
Becoming the Local Go-To Expert
Modern Media & Marketing
BUILDING MOMENTUM
I: Building Momentum
II: Team Leaders Breakout: Front-Stage Intake
Attorney Breakout: Community Property Opt-In
III: Technology: Marketing & Networking with QR Codes
IV: Direct Mail Marketing with Cliff Rice
V: Core Values & Standards
VI: Team Buy In
Previous Event Files
Transforming Nuisances
Proceeding with Confidence
Strategic Guidance
Elements of Attraction
Client Care
Harvesting Opportunities
Transforming Nuisances
- STATE INCOME TAXATION ON
INHERITED & GIFTED TRUSTS - FINANCIAL PLANNING MODULE
WITH GUDORF LAW GROUP - ASSET ASIGNMENT
- CLEANING UP YOUR INBOX
- ELIMINATING NUISANCES & EXPANDING CAPABILITIES
Proceeding with Confidence
PROCEEDING WITH CONFIDENCE
- EVERYTHING YOU NEED
TO KNOW ABOUT DECANTING - EFFECTIVE DELEGATION STRATEGIES
- BUILDING YOUR FIRM
STORY & BIOGRAPHIES - DETERMINING & IMPLEMENTING YOUR MOST IMPORTANT PROJECT
- TECHNOLOGICALLY
CONNECTING YOUR BRAND
Strategic Guidance
Funding Worksheet
Revocable Living Trust
Asset Transfer Documents T. Rowe Retirement Account
Master IRA T. Rowe Retirement & Savings Plan
T. Rowe Retirement Account
Asset Transfer Documents Bank of America
Bank of America Statement
Asset Transfer Documents Vanguard
Vanguard Statements
Warranty Deed
Assignment of Interest
Asset Alignment Playbook
Elements of Attraction
Files from the Event
Client Care
Harvesting Opportunities
Files
Forms & Worksheets
FELP Digital Kit
ESP Digital Kit
E-Books
Team Tools
Forms & Worksheets
FELP Digital Kit
NEW! FELP Internals
NEW! Initial Deposit Agreement
NEW! FELP Client Care Brochure
NEW! Sample BDOT & Trust Protector
NEW! DOT Clauses
Advance Planning Engagement Letter
Script for Completing the Initial Client Contact
Client Organizer Design Files
Client Organizer Single (PDF)
Client Organizer Married (PDF)
All of Module 1
NEW! Initial Deposit Agreement
NEW! FELP Client Care Brochure
NEW! Sample BDOT & Trust Protector
NEW! DOT Clauses
Advance Planning Engagement Letter
Script for Completing the Initial Client Contact
Client Organizer Design Files
Client Organizer Single (PDF)
Client Organizer Married (PDF)
All of Module 1
Client Portal Login Instructions
Sample Estate Plan Review
Sample Estate Plan Review (PDF)
Living in a Digital World
Living in a Digital World (PDF)
Leaving a Vacation Home to Your Heirs
Leaving a Vacation Home to Your Heirs (PDF)
Instructions for Clearing Your Cache
How to Upload Documents to the Client Portal
Testimonial Form
FELP Testimonial Form (PDF)
What Happens Next
What Happens Next (PDF)
Elite Enrollment Form
Elite Flyer
Client Care Program Letter
Client Care Enrollment Agreement
Client Care Enrollment Agreement (PDF)
Client Care Brochure
Client Care Brochure (PDF)
Book Flyer
Client Care Invoice
Client Care Change Request
ESP Digital Kit
Snapshot Binder
Snapshot Folder Internal
Snapshot Folder Internal (PDF)
Snapshot Folder External
Snapshot Folder External (PDF)
Engagement Letter – Trust Only
Engagement Letter – Trust Only (PDF)
Engagement Letter – Trust & Probate
Engagement Letter – Trust & Probate (PDF)
Engagement Letter – Short Trust Admin
Engagement Letter – Short Trust Admin (PDF)
Engagement Letter – Probate Only
Engagement Letter – Probate Only (PDF)
Engagement Letter – Mini Trust Admin
Engagement Letter – Mini Trust Admin (PDF)
Snapshot Word Forms
Snapshot Word Forms (PDF)
Testimonial Form
Testimonial Form (PDF)
ESP Process Sheet
ESP Process Sheet (PDF)
Binder Cover & Tabs
Attorney Fee Invoice – 3rd Installment
Attorney Fee Invoice – 3rd Installment (PDF)
Attorney Fee Invoice – 2nd Installment
Attorney Fee Invoice – 2nd Installment (PDF)
Attorney Fee Invoice – 1st Installment
Attorney Fee Invoice – 1st Installment (PDF)
Article Template
Article Template (PDF)
E-Books
Team Tools
Accounting & Human Resources Leader
Administrative Support Specialist
Asset Alignment Coordinator
Associate Attorney
Document Drafting Assistant
Final Document Preparation Coordinator
Initial Client Contact Assistant
Intake Scheduling Coordinator
Lead Asset Alignment Coordinator
Lead Probate & Trust Administration Assistant
Probate & Trust Administration Assistant
Strategic Planning Leader
Technology & Media Specialist
Technology Support Specialist
Accordion Content