Building Relationships with Nursing Homes (PPT)
Submitted by ElderCounsel, LLC
Nursing Home Income & Asset Analysis Form
Submitted by Patrick Smith
Building Relationships with Nursing Homes (Transcript)
Submitted by ElderCounsel, LLC
PEP Talk: Building Relationships with Financial Planners (PPT)
Submitted by ElderCounsel, LLC
PEP Talk: How to Host a Friends and Family Event (PPT)
Submitted by ElderCounsel, LLC
2015-08-25-Managing Interruptions – Part 1 – Transcript
Submitted by ElderCounsel, LLC
2015-09-18-Managing Interruptions – Part 2 – Transcript
Submitted by ElderCounsel, LLC
Position Your Practice for Growth in 2016 (PPT)
Submitted by ElderCounsel, LLC
Completed Assignment for Dealing with “One Quick Question” Questions
Completed Assignment for the practice development session "Dealing with “One Quick Question” Questions." Questions covered: - How often are you…
Setting a Marketing Budget
Set the budget in accordance with what you are prepared to spend on marketing. Consider each part of your marketing…
Law Practice Operation Foundation Worksheets
Work through and answer the following questions and concepts to create your own list for your law practice budget.
Completed Assignment for Designing Practice Budgets for Success
An example of all the items you need to think of for your office's budget. List out what your services…
PowerPoint Presentation for Designing Practice Budgets for Success
PowerPoint Presentation for the webinar "Designing Practice Budgets for Success"
Professional Relationship Intake Form
A form you can use in your office for each of your referral resources. Remember important information and details to…
Active Case Marketing Quarterly Implementation Flowchart
A one year flowchart that covers what you should do each quarter for your marketing plan. Quarter 1: Design Phase.…
Example Database
An example of information you can keep regarding your clients including contact information, dates they contacted you and what services…
Active Case Marketing System Financial Planner Flow Chart
A flow chart to walk you through the processes of meeting a referred potential client and one-on-one meeting with community…
ElderCounsel Office Management Division Active Case Marketing System™
Completed Assignment for the practice development webinar "Implementing the ElderCounsel Office Management Division Active Case Marketing System™ in Your Practice"
Advanced Client Tracking Sheet
Advanced Client Tracking Sheet for VA Pension client.
7 Touch Systematic Marketing Campaign
7 Touch Systematic Marketing Campaign