PEP Talk: Turn an Advisor Presentation into New Business
Submitted by ElderCounsel, LLC
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
Position Your Practice for Growth in 2016 (PPT)
Submitted by ElderCounsel, LLC
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
Questions completed for How to Get the Ideal Client in the Door
Questions completed for the practice development session "How to Get the Ideal Client in the Door." Questions covered: - Describe…
Completed Assignment for How to Get the Right Referral Source in the Door
Completed Assignment for for the practice development session "How to Get the Right Referral Source in the Door"
Referral Tracking System – Quarterly Assessment Sheet
Track your referral success rate with this quarterly assessment spreadsheet. Track client name, appointment sales, legal services, legal fee, notes.
Capturing Opportunities
A tracking form to complete monthly to stay on top of your referral opportunities. Keep track of community professional name,…
Completed Assignment for Tools to Effectively Evaluate Your Referral Design
Completed Assignment for the practice dvelopment session "Tools to Effectively Evaluate Your Referral Design"
New Referral Source Thank You Tracking Campaign
List out your referral sources and plan out your schedule for sending thank you notes to them throughout the year.…