We are pulling together THE ACADEMY’S GREATEST HITS—1993 through 2013. There are eight courses that we’ll be offering to non-members at no charge during our 20th year, (members feel free to sign up and review!).
Each week we’ll give you the summary of ONE course. You can begin the course any time you want. Once you register for the series of sessions, the courses will be delivered to you one at a time over an 8-week period.
Looking back over the past 20 years that the Academy has virtually invented the services, coaching, marketing, legal education and legal documents estate planning attorneys deserve to build their practices with has been fun and exciting. We’re honored to make these sessions available in an effort to celebrate our two decades of support with attorneys in every state!
CLICK HERE to Register for Our Free 8 Week Course, “The Academy’s Greatest Hits”
YOU ONLY NEED TO REGISTER ONCE (If you previously registered for this course, you were already added to the class schedule. No need to register again.)
Session 1: Presented by the Academy’s first keynote speaker, Michael E. Gerber, author of The E-Myth, Why Most Small Businesses Fail and What to Do About It
Session 2: Top 10 Estate Planning Legal Questions (and Answers) from Attorneys Nationwide, Steve Hartnett, Academy Associate Director of Education
Session 3: Mastering 1st Consultations – Controlling the Economy in Your Conference Room, Sanford M. Fisch, Academy CEO
(2 hour audio session with slide images, MARKETING)
This session is presented by Co-Founder of the Academy and CEO, Sanford M. Fisch
Of all the systems offered by the Academy few have more immediate impact on the satisfaction your clients have, the energy of your staff, your revenue and your own state of mind than mastering how you conduct initial consultations. Each consultation is handled the same way. Every time. There is an agenda, a clear way to work through the meeting… and the client is never pressured or pushed. Helping clients do what is in their own best interests and having them feel relief and appreciation in the process is an art and a discipline.
Your initial consultation should be enjoyable for you as well as the attorney. Controlling the meeting with questions that expose the real concerns clients have is the best way to make sure every need is addressed and to keep clients from procrastinating!
Practice makes this meeting perfect. This session is a must!
Stay tuned, we’ll feature another session in the next few weeks! We hope you enjoy the series and share the registration link with the attorneys you feel would get the most out of this instruction.
Jennifer Price
Chief Operating Officer
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (800) 846-1555
www.aaepa.com
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- Can You Delegate? - October 22, 2020
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