Presented by the unmissable author and speaker DANIEL COLLISON

Proudly sponsored by the CICEA  (No cost to attend)

Estate Planning Gets Results!
How 1 New Estate Planning Referral Got Me...
12 New Clients in 14 Months
$3.5 Million in New Assets
Within 3 Years
Multiple Insurance &
Mortgage Sales
$10 Million in Additional Assets from the Sale of a Family Business

April 3rd, 2024 01:00 PM Eastern Time (US and Canada)

https://us02web.zoom.us/webinar/register/WN_B5DbWW5PQDu0vzCT1SWm4g

Learning Objectives:  

At the end of the webinar, attendees will be able to implement their own marketing and prospecting program based on “The Top-10 Estate Planning Prospecting Strategies” discussed:   

1.  Collect names during Discovery (referrals & Introductions).

2.  Conscious Referability:  focused discussions with clients.   

3.  Ask for Introductions from clients (family, friends, colleagues).   

4.  Personal Networking Group – cross-pollinating clients.   

5. “Partner” with an Estate Planning lawyer(s).   

6.  Ask E.P. Disturb and Motivate questions to prospects.   

7.  Special Offers:  send out estate planning kits to prospects.   

8.  Hold Estate Planning Family Roundtables for clients.   

9.  Hold Estate Planning Advisor Roundtables for clients.   

10. Hold Estate Planning webinars & seminars for: clients & guests, companies, associations, charities, and the public.