In this value-packed 60 minute webinar you will find out
Why you are perfectly positioned to talk about estate planning
Why your clients want to have an estate planning conversation with you, instead of a lawyer they don’t know
How to choose a lawyer to partner with
Spot the red flags before you lock in a partnership
The skills you need to talk about estate planning with confidence
Learn what you need to know to come across as an expert
How you can bring an estate planning
service to life
I share the steps you need to take and how to make it happen
About Tara Lucke
Hi, I’m Tara Lucke, an Estate Planning lawyer who wants to make it easier for you to talk about Estate Planning with your clients.
I may be biased, but I think there’s a great opportunity for Financial Advisers and Accountants right now.
Your clients need you. With 3 out of 4 needing to get their estate planning sorted, you just need to bring it up.
When you add an Estate Planning Service it’s a smart strategy to grow and protect revenue. It reinforces the value you bring to client relationships and helps with retention too.