Category

Estate Planning
Dinner Seminars Improve Client Acquisition
It’s time to rethink your client acquisition strategy. You know in hindsight which of your marketing tactics succeeded and which ones tanked in 2019. Therefore, now’s your chance to tweak your growth plan to achieve a greater return on your marketing dollars in 2020. So, whether you have used seminar presentations in the past to...
Estate Planning Trends in 2020
As an estate planning attorney, your mission is to maximize the assets your clients pass on to their heirs. For example, you may take steps to minimize the impact of taxes, health care costs, and investment fees. These could chip away at your clients’ wealth. With you and your clients in mind, we have identified...
Hard Lessons in Marketing from Jorge Villar
Next year will mark a quarter-century since I launched my own client acquisition marketing business. Here is how a chance encounter set me on the path to entrepreneurship. After college, I had landed my first real sales job at a direct marketing company. In 1994, I was asked to speak at a Chamber of Commerce...
Prospect Connect events and marketing portal
Even if seminars are already a part of your business growth strategy, you may wonder what makes one events and marketing portal different from another. Our industry-leading product, ProspectConnect, is unlike any other RSVP system. That’s because when we created it, we drew upon 25 years of seminar and responder data.  No other seminar company...
Even experienced advisors can overlook details when carrying out estate planning directives on behalf of their clients. When a will is worded properly, the right people are taken care of. When it’s not, they can be left out in the cold. Accountants, attorneys and financial professionals see the same lapses time and again. Before we...
How an Estate Planning Attorney Can Protect a Client's Assets
As an estate planning attorney, clients trust you to manage their precious assets. Though it seems like a straightforward process, you may encounter issues along the way. For instance, parties with a potential interest in your client’s assets may surface at some point. Disgruntled heirs and disinherited family members are two examples. Because we know...