Presented by the unmissable author and speaker DANIEL COLLISON

Proudly sponsored by the CICEA  (No cost to attend)

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

February 8, 2024 01:00 PM Eastern Time (US and Canada)

Please register in advance at: https://us02web.zoom.us/webinar/register/WN_y52A_d2lQAmF48VQCtz7Bw

Learning Objectives: 

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.