

$25.00
You’ve done your “targeted” marketing correctly and have the right person sitting in front of you, fully qualified…Now what? During the initial consultation you can easily, effortlessly and automatically build trust, establish credibility, exude confidence, and maintain control of the interview without being controlling. In this talk, Max and Shelley show us exactly how to anticipate these questions and clearly and succinctly articulate our answers, prompting potential clients not to say at the end of the initial interview, “This sounds good…Let me think about it.” but rather, “This sounds good…How do we get started?”
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Max Bolka and Shelley Lightfoot, Executive Director
You’ve done your “targeted” marketing correctly and have the right person sitting in front of you, fully qualified…Now what? During the initial consultation you can easily, effortlessly and automatically build trust, establish credibility, exude confidence, and maintain control of the interview without being controlling. In this talk, Max and Shelley show us exactly how to anticipate these questions and clearly and succinctly articulate our answers, prompting potential clients not to say at the end of the initial interview, “This sounds good…Let me think about it.” but rather, “This sounds good…How do we get started?”
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Max Bolka and Shelley Lightfoot, Executive Director
Traditionally, people, especially professionals, have limited any discussion of wealth to financial assets: investments, real estate, cash, and worldly possessions. But when asked what we value most in life the majority of people say: family, health, friends, values, skills, and relationships. We might even add our accumulated wisdom, education, life lessons, and our experiences in the school of hard knocks. Furthermore, when asked what the biggest investment we ever made in our lives was, people typically respond with the time, energy, love, and commitment they made in building their family. “What Matters” will introduce you to a more holistic view of Family Wealth. This discovery will change everything you’ve ever thought about estate planning.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by John Jenkins, CEO
Click play to watch a short video about ‘What Matters?’
Our population is aging rapidly while long-term care costs continue to rise. Now more than ever seniors and their loved ones are concerned about how to find and pay for long-term care. Assisting seniors and their families with planning to cover these issues before a health care crisis occurs is a valuable service that very few attorneys are currently offering. In this session Valerie will show you how you can leverage your estate planning knowledge to offer a different type of asset protection for a very special segment of our population – our seniors.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Valerie Peterson
Click play to watch a short video about ‘ElderCounsel’
Valuations are often simply seen as tools to: enhance discounts for gifting; justify loan amounts; and plan for buy/sell agreements and their funding. Though these tools are important to the estate and business planning attorney, they fall short of positioning that attorney as an ongoing key advisor to the business owner. Join Carl to learn how to partner with your valuation expert to help business owners increase value in their business through decreasing risk in identifiable and measurable ways each year.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler and Joseph J. Strazzeri
Click play to watch a short video about ‘Business Valuations LTD’