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Bring
Compelling Messages
to Prospects,
Clients, and Referral Sources
Top
Ten Fatal Estate Planning Mistakes
plus free BONUS -- Speaker's
Guide to Audience Participation
Last fall we
conducted our second Practice Strategies Survey, to give
estate attorneys a chance to speak out about their practices -- their
concerns, challenges, needs, where they see opportunities, and how they
hope to grow into the future.
YOU
HAVE BEEN HEARD!
You told us you
need to motivate clients and referral sources to initiate and
complete the estate planning process. More than half of those
responding expressed concerns about client and referral motivation to
move forward with estate planning.
One
comment is representative of the sentiments of many:
"Repeal
of the estate tax removes the primary impetus or motivation for many
clients to do estate planning. Although many non-tax reasons for
planning exist few are as compelling (at least in the client's mind)
as the specter of federal estate taxes. With the increase in the
federal estate tax exemption over the past few years the majority of
the new clients I see no longer have taxable estates."
Accordingly,
we created a new Power Point workshop to help you meet the
challenge of motivating clients and referral sources.
Top
Ten Fatal Estate Planning Mistakes
Here is the powerful client and
advisor workshop you have been asking for -- focusing on the "true
issues" of estate planning, and some of the "most
popular" mistakes made by people at all levels, including business
owners and the mass affluent as well as the highly affluent.
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28
full-color slides
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2006-EGTRRA
compliant
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Complete
script included in speaker's notes
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Covers
topics from inheritance protection and incapacity planning to
business succession and qualified retirement benefits.
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Demonstrates
ongoing, non-tax needs for comprehensive estate planning to
prospective clients and referral sources
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Builds
new referrals by teaching allied professionals to spot common
mistakes in their clients' estate planning
Purchase
the complete program as a digital download for
only $225 (less than one billable hour of your time).
The
workshop is delivered to you as a fully-functional Power Point file (you
must have the Power Point software in order to use this file!). This is
truly a plug-n-play program, simply double-click the file from your
desktop and you are ready to begin presenting. However, if you find that
you prefer to "tweak" some of the slides, hide, replace or
change their order -- you are free to do that as well. Present from a
projector, or print full-color transparencies from the file. Print your
speaker's notes and audience hand-outs directly from the file. Make an
archive, back-up copy and store it on your hard drive, or burn a CD. [Just
please respect the copyright disclosures included and do not share (or
pirate) the file with your colleagues, or post it on your website.]
(The
program also can be purchased on CD for an additional $25)
View
demonstration now.
Free BONUS: Speaker's Guide to
Audience Participation
"When I give seminars, I would like
the audience to be more involved.
Do you have any techniques you
use to increase interaction with attendees at seminars? I would
like to incorporate some exercises
into my talks so that I am not
lecturing the whole time."
Audience participation is a powerful tool
for speakers -- as well as for writers. Ever wonder why those
direct-mail offers always want you to peel the YES sticker off from one
part of the mailing and paste it on to the reply card? They are
looking for "audience participation," because it is a proven
technique to boost response rates by as much as 50 percent! Your
Free BONUS
"Brief Guide to Audience Participation"
includes a
short speaker's guide on using audience participation devices; a list
of sample questions you can safely introduce to the audience that
will generate participation without initiating an
attorney-client relationship; two
word games you can use with the audience to emphasize key concepts
from your presentation; and a self-quiz to distribute either before or after your presentation
(and we explain why you might choose one timeframe over the other.)
Get this FREE BONUS when you purchase the Top
Ten Fatal Estate Planning Mistakes Power Point workshop.
BUY
NOW ONLY $225 (digital
download)
 Order
Top Ten Fatal Estate Planning Mistakes Now
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Will
Your Practice Thrive ... Regardless
the Estate Tax?
Integrity
Marketing Solutions last year completed an in-depth survey of estate
planning attorneys on the practice management challenges posed by
ongoing reform (or repeal) of the federal estate tax. Results of the
survey were published January 2, 2006 in Lawyers' Weekly USA, and
presented in San Diego at the Southern California Tax & Estate
Planning Forum. Learn what your colleagues are saying about the future
of estate planning in an era of radical change.
READ
the article from Lawyers' Weekly USA
(Adobe Acrobat file)
Company
News
IMS
Presents Results of 2005 Practice Strategies Survey at Southern
California Tax & Estate Planning Forum
Kyle
Krull serves as panelist for UMKC Law School
Understanding
Decision-Making Roles (Journal for the Institute of Dynamic Wealth
Innovation)
Diversifying
the Estate Planning Practice (Lawyers' Weekly USA)
Attorneys
Cautiously Optimistic (Trusts & Estates magazine)
Campbell
Outlines Internet Marketing to DC Bar Association
Marketing
to Mid-Tier Clients (Lawyers' Weekly USA)
Contact
Us
Toll-Free
Phone: 1-877-352-2021
Fax: 1-877-352-2021
Jennifer's email: bsi@carolnet.com
Mail: Integrity Marketing Solutions
7111 W. 151st
St., Ste 216
Overland Park,
KS 66223
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