Toll-Free: 1-877-352-2021
7111 W. 151st St.
Overland Park, KS 66223
Special Announcement • October 2007
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• Website Design • Brochures • SELECT® Newsletters • Marketing Campaigns |
FREE
WEBINAR
Building
Profitable Referral Relationships
Join
Us for a Free Webinar:
Building Profitable Referral Relationships
We invite you to join us for a free webinar, "Building Profitable Referral Relationships." Our presenter will be Kyle Krull, President of Integrity Marketing Solutions (IMS). Kyle is uniquely qualified to speak on this subject. Through the years, he has built a strong reputation in both the estate and financial planning professions. He built a successful estate planning practice, Kyle E. Krull, P.A., in prestigious Johnson County, Kansas (an enclave of one of the wealthiest counties per-capita in the country). Relationship marketing has been the cornerstone of Kyle's practice development, building strong alliances with professional advisors and clients to establish a profitable referral system.
One key to Kyle's success in building profitable referral relationships comes from his unique understanding of the financial planning industry. Kyle is a CERTIFIED FINANCIAL PLANNER™ practitioner, he serves on the Editorial Review Board of the The Financial Planning Association, and he has written for and been quoted in a number of both legal and financial industry publications, including Trusts & Estates magazine, The National Law Journal, Lawyer’s Weekly USA, Broker World, Kiplinger’s Personal Finance, Kiplinger’s Retirement Report, Wealth and Retirement Planner, Inc., magazine, Bankrate.com, The Business Journal of Kansas City and Ingram’s. (Follow links above to read articles available online.)
He regularly provides continuing education instruction to fellow attorneys, accountants and financial professionals at local, regional and national programs. But you can hear him for free, from the comfort of your own office, during this special webinar presentation. Be sure to include your staff members, as this is a program you will want to share with your entire office. Registration is free, but space is limited and will be assigned on a first-come-first-served basis.
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*CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. **Neither the Supreme Court of Missouri nor The Missouri Bar reviews or approves of certifying organizations or specialist designations.
SURVEY RESEARCH
Managing Collaboration Between Estate Planning Attorneys & Financial Professionals
Survey
Research:
Managing Collaboration Between Estate Planning Attorneys & Financial
Professionals
Integrity Marketing Solutions is
conducting another online survey research project. Our goal is to
facilitate effective and enjoyable working relationships between estate
planning attorneys and financial planners, to identify and effectively
manage obstacles that are common to the collaborative process. Your
answers will help us help others with honest discussion, communication
and education. Everyone who participates will receive a free copy of the
final survey report. To participate, please register online at: http://www.estateplanningpartners.com/Referral_Survey.html
We will not sell, distribute or share your contact information with anyone outside of Integrity Marketing Solutions, and ask for it only for our own purposes to ensure accuracy of the data and to send you the final survey report when it is compiled.
CONTACT US
Toll-Free Phone: 1-877-352-2021 • Fax: 1-877-352-2021 • Email: info@estateplanningpartners.com
Snail Mail:
Integrity
Marketing Solutions
7111 W. 151st St., Ste 216
Overland Park, KS 66223
Copyright © 2007 IMS.