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How to Help Clients Understand the Value of Proactive Planning

Webinar Recorded: July 30, 2015
Presented by Michael Gold, Esq., 
Gold and Gold and James Mullen, Esq., Mullen Law Offices
Duration: 35 minutes

There may be no immediate crisis, but as elder law attorneys, we know our clients may be in for significant health issues and financial crisis in the future. How do we help them understand the need to plan now in order to avoid significant loss of assets in the future? Join ElderCounsel members Michael Gold and James Mullen as they discuss how they talk to clients about the importance of planning early in a way that helps clients understand the value and want to move forward.

Topics Discussed:

  • Marketing Strategy
  • How to Talk to Clients About Proactive Planning
  • How to Handle Objections
  • What’s in a Proactive Planning Package?
  • Attendee Question: What about Conversion Rates?
  • Attendee Question: What are Fee Ranges and is Funding Included?

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