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Identify and Guide Your Ideal Client

Recorded: February 23, 2017
Presented by Stephen Sutera, Esq., 
Law Offices of Stephen Sutera
Duration: 24 minutes

Elder law is a specialty area and not every person that contacts your firm is “your” client. Don’t waste your time on anyone besides your ideal client. During this 30-minute webinar you will learn strategies on how to gather information from a prospective client beginning with the initial phone call that you can then use to successfully meet their planning objectives in elder law.

This is an entry level presentation and is designed for attorneys and/or support staff that is new to elder law.  While the information will help your client in future crisis planning, the presentation is not meant for crisis planning.

Topics Covered: 

  1. Preparing for the Initial Phone Call
  2. Preparing for the Meeting
  3. Follow up Strategies
  4. Creating Your Data Form
  5. Three Simple Ways to Prepare for a Meeting
  6. Meeting with Client

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