skip to Main Content

Maximize Your Time: Strategies to Retain Clients in the Initial Consultation

Recorded: March 22, 2018
Presented by Miles Zatkowsky, Esq., Dutcher and Zatkowsky

Duration: 24 minutes

Once you have prospects through the door, how should you guide that first conversation to convert them into paying clients? Are they preplanning and looking to protect their legacy down the road? Or are they in a crisis, facing significant health issues and financial loss? How much do you offer prospects without making their head spin?

Invest your time having conversations that lead to information and fact gathering. By simply asking the right questions and utilizing design sheets in ElderDocx, you can identify what their needs are and offer valuable solutions that solve their problems.
During this presentation, elder law attorney Miles Zatkowsky will identify some techniques to craft the right questions, offer solutions based on their needs, and highlight a sense of urgency that will have prospects begging for your services!

Oops! This content is for ElderCounsel Members only.
If you would like to view this content consider becoming and member of ElderCounsel today.

Already a Member?

Learn more about ElderCounsel Membership