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The Members-Only Website consists of over 1,000 web pages containing a history of all past conference call and event recordings and materials for all education, practice management, software and marketing instruction. It also contains all legal document language, marketing and practice management letters along with available products and special pricing information and ordering systems for vendors of choice.
The following examples are actual items recently uploaded and made
available to the membership. The following information is updated
regularly.
Legacy Wealth Planning
The new Legacy Wealth Planning marketing letters have been posted! They have been written to promote your Legacy Wealth Planning Seminars and Services. Legacy Wealth Planning
The new slides from each Legacy Wealth Planning Seminar have been posted. We have posted these slides separately from the complete seminars to make adding them to your personal slide shows more convenient. Included are the 4 slides that were recently added to the seminars: Suze Orman, Priceless Gift Certificate, Family Legacy DVD, and Seminar Evaluation. Nurture Marketing
Nurturing clients, prospects and professional contacts are some of the most important marketing activities you can schedule on your marketing calendar! While some may refer to this type of marketing as "drip marketing" - we find that the wide use of a variety of "touches" with your contact is best to be viewed as a nurturing, relationship building activity. The new nurture marketing page includes information on E-Alerts, Newsletters and Send Out Cards, all of which can help you as you nurture your relationships. Legacy Wealth Planning
Final Signing Paralegals can now use this script to help them discuss the new DVD with the client! Educational Alerts
In a recent decision, the Tax Court sided with the taxpayer in a case involving a Family Limited Liability Company and a transfer near death. Ghostwritten Articles
651 words. Many people are often confused by Estate Planning. Here is a list of the top things to know about Estate Planning.
Ghostwritten Articles
552 words. Joint tenancy avoids probate and seems like a simple solution. Howver, adding a joint tenant adds all sorts of unforeseen problems. Legacy Wealth Planning
This call takes you step by step through this exciting new process and it shows you how the DVD package can be used with existing clients in a number of ways. We are convinced this program will set your firm apart from all others in your community and make Legacy Wealth Planning something more than a collection of documents. Conference Calls
Find out how to use the Academy’s new Relationship Marketing System, using Send Out Cards to automate the process of nurturing relationships with clients and referral sources without losing the personal touch. This turn-key system, combined with value added training coordinated by the American Academy of Estate Planning Attorneys, will propel your relationships and referrals to a new level. Legacy Wealth Planning
Through this exciting program you are able to extend the opportunity for your clients to preserve and help pass on their legacy with the people who mean the most to them! As a member, you will be given the chance to create your own family legacy, FOR FREE, to share as a sample with your prospects and clients. Enjoy this everlasting experience!
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“The number one benefit to membership in the Academy is the completeness of the support systems in place: the education department, the practice consultant, the technical support, and the marketing support — it's all in one place.
The response time from Education is unbeatable, as is the completeness of their knowledge and willingness to help.
Marketing materials — I have received such positive feedback from the public and referral sources from the seminars, it makes my development very easy.”
Carolyn T. — Sioux Falls, South Dakota Member
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