Estate Planning Group Workshop For Paying Clients

Bonnie Faucett

Hosting an Estate Planning Group Workshop For Paying Clients is a great way to engage prospects with whom you have met in the past but who, for whatever reason, did not choose to move forward at that time.

With a workshop, you offer your personalized estate planning at a reduced fee. You can do this while maintaining your profit margin because a group workshop allows you to “batch” your work so that you save time serving a handful of clients (ideally 4-6 families per workshop).

Check out Bonnie’s video on how she successfully leveraged Estate Planning Group Workshops For Paying Clients in her own practice.

Click on “View Resource” for access to the training notes.

If you are an Accelerator Lawyer, we can implement the automation to support your own Estate Planning Group Workshop For Paying Clients. Complete this form to begin this process. Turnaround time is one week.

Estate Planning Group Workshop For Paying Clients