It's a New Year, and a new tax law. As an estate planning or elder law attorney, you may be (rightly) concerned about generating new professional referrals in this environment.
It's just not as easy as it was in the old days. Remember when the applicable exemption amount was a mere $650,000? How easy it was then to show prospective clients the economic savvy of estate planning ... and how anxious their financial advisors were to sell those life insurance policies that would ensure adequate cash to pay any remaining estate tax.
We've been through more than a decade of change regarding the estate tax, and landed now with a two-year Band-Aid on the problem. A stop-gap approach that could lead many to believe the estate tax -- and with it the need for estate planning -- is dead.
Your referrals could die along with those beliefs!
It doesn't have to end like this! Not if you are building Collaborative Relationships. The proper approach builds professional alliances with a foundation of rapport, trust, and confidence.
Kyle Krull, Esq., President of Integrity Marketing Solutions, will be teaching a special half-day session on Winning Through Collaboration. (This session is a pre-Workshop program, available to those who register for our Spring Practice Development Workshop.)
During this special session, you will learn how to identify and establish key referral relationships, use education-based marketing to generate referrals, apply a proven, systematic approach to building professional referrals.
With a systematic approach, you do not have to be a born rainmaker. During this compelling program, you will learn the skills and strategies to become a successful rainmaker, more effective at attracting new business.
For full details, or to register online, visit our website at www.estateplanningpartners.com.
And hurry, early registration discounts are in effect now.
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