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The Most Important Meeting for Your Practice Success


Topics covered:

  • Setting first client appointment goals
  • Methods for first client appointment success
  • Scripts to add value to your legal services

By: Audrey Ehrhardt, J.D. and Valerie Peterson, J.D.

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The goal of the first client appointment is to be hired for elder law planning.  It is important for you to take the rights steps to lay the foundation for your success prior to the potential client walking in your door.  In this first meeting, you must personally identify the needs of the meeting attendees and effectively present the solutions you offer to meet those needs – without giving everything away!    In this webinar, ElderCounsel CEO Valerie Peterson and Office Management Director Audrey Ehrhardt, will discuss meeting designs you can use to springboard your success in first client meetings.  They will review conversation driven techniques, scripts that add value to your legal services and ideas to strengthen the delivery of your legal services to potential clients.  Whether you are new to the field of elder law or a long established practitioner – this is an educational event you won’t want to miss!