Gaining More Advocates for Your New Estate Planning Business
Dan Allison
Do you have clients and professional partners who do not see you as a resource for estate planning? Many legal professionals transition from one area of the law to estate planning. After doing so, it is a constant struggle to have their advocates recognize them as an estate planning resource. In this call, Dan Allison will show you a simple process for ensuring that your most powerful relationships truly understand your capabilities as an estate planning expert without feeling like a salesperson.

Please register below before 3:00pm ET, Tuesday, October 5, 2010. There is one more step - your e-receipt has a link for you to register with GoToWebinar registration. You will then be sent the information to join the meeting.

A Confident Approach to a Client Maintenance Program
Dan Allison
Many of the best estate planning attorney’s have made the leap to implementing a client maintenance program. While many want to implement a program like this, it can be intimidating to wonder how your clients and referral relationships would respond if you did. In this call, Dan Allison will introduce an approach to easing in to a Client Maintenance program without risking client relationships. The process covered in this call can give you the confidence that you need to implement a Client Maintenance program without the risk.

Please register below before 3:00pm ET, Tuesday, November 3, 2010. There is one more step - your e-receipt has a link for you to register with GoToWebinar registration. You will then be sent the information to join the meeting.