Free Webinar

How to Identify a Viable Client to Grow Your Business

Join us for an exclusive webinar designed to provide you with the tools and strategies necessary to identify viable clients in need of estate planning services and generate additional revenue for your business.

 ✔️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​​​​​​​

Thursday,  April 18, 10:00 AM  pst

Webinar Presenters

  • Michelle Reese-Johnson

    Webinar Host

  • John Knickerbocker

    Webinar Host

In this dynamic session, 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:
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  • Identifying Viable Clients​​​​​​​

    Learn how to recognize individuals who are in need of estate planning services based on various demographic and situational factors.

  • Initiating the Conversation

    Gain insights into how to approach clients with sensitivity and empathy, effectively communicating the importance of estate planning and its benefits.

  • Addressing Concerns and Objections

    Equip yourself with strategies to overcome common objections and misconceptions surrounding estate planning, ensuring that clients feel confident and informed.

  • Securing Commitment​​​​​​​

    Discover techniques for effectively securing client commitment to move forward with a consultation.

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