Business Partner Program

Town Hall: How to Identify a Viable Client

In this dynamic Town Hall Meeting, we will equip you with practical insights and actionable strategies to identify potential clients who could benefit from estate planning services and effectively engage them in meaningful conversations. Our expert speakers will cover the following key topics:

  • Gain valuable insights and strategies for identifying and engaging viable clients in estate planning conversations.
  • Enhance your confidence and communication skills when discussing estate planning with clients.
  • Learn how to effectively address client concerns and objections, fostering trust and rapport.
  • Increase your revenue for your practice and provide more value to your clients.

Contact Us to Get Started