Recorded: February 25, 2016
Presented by Mark Metzger, Esq., Law Office of Mark C. Metzger
Duration: 42 minutes
In September 2015 we added the ROI Calculator to your membership benefits package. Perhaps you’ve already put this tool to use… or, perhaps you don’t know where to start? Here is your opportunity to learn directly from fellow member Mark Metzger, who has put this tool to work in his practice and experienced great success.
Note: This video was recorded on the old ElderCounsel website, however, the principles and application are the same.
- Overview of how to use ROI calculator for Medicaid & VA planning
- How to interpret the reports
- Ways to use this tool to convey value and close new clients
- Tips for making it work for your practice and incorporating it into your client meetings