Premier Practice Institute

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1: Building Relationships with Your Estate Planning Clients’ Children and Advisors

How well are you connecting with both the next generation of clients for your firm and your local advisors in your community? Are you concerned that there is too much of a “transactional” focus in your estate planning practice right now? Are you taking the time you need to build relationships with future decision makers, such as your clients’ children, and maximizing every opportunity to educate your clients’ advisors about your law practice? Are you assured you have put in the work that will generate repeat business when it comes to probates, long-term care planning, and future referrals?

2: What will we cover in this training session?

This session focuses on practice development strategies, tactics, and techniques for you to consider implementing in your law firm. We encourage you to jump in and listen to this training designed to help you create the success you want in your practice.

3: Let’s Get Training!

In this section, you will find our recent webinar on this topic. We have a clean recording for you right here to watch in case you missed the live session, available to you 24 / 7 / 365.

 

4: Supplemental Materials are Being Designed For You!

There are checklists, forms and resources that support this training session. They are being created just for your right now. We will let you know when they are available. Do you have questions right now? Don’t wait to contact us by phone at 1-850-933-5072 or by email at [email protected].