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Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package

$795.00
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The 2012 LLC Marketing & Sales Kit

$99.00
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The 2012 Completed Gift DAPT Marketing & Sales Kit

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The 2012 Installment Sale Marketing & Sales Kit

$99.00
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The 2012 DAPT Marketing & Sales Kit

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The 2012 Dynasty Trust Marketing & Sales Kit

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The 2012 GRAT Marketing & Sales Kit

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How to Successfully Market an Estate Planning Practice by Philip J. Kavesh

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Business Coaching

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Personal Consultation with Attorney Philip Kavesh

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The Ultimate Estate Planning Seminar Marketing Starter Kit

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Seminar Marketing Consultation

$599.00
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Step-By-Step Guide to The Client Referral Process

$695.00
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The Step-By-Step System for Setting Up Wholesale Seminars & Advisor Events

$995.00
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Seminar Response Form

Seminar Response Form
$19.99
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Seminar Discount Certificate

Seminar Discount Certificate
$19.99
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Seminar Appointment Booking Reminder Cards

Seminar Appointment Booking Reminder Cards
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Seminar Handout: Federal Estate Tax Chart

Seminar Handout: Federal Estate Tax Chart
$4.99
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Seminar Handout: Uniform Distribution Table

Seminar Handout: Uniform Distribution Table
$4.99
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Corporate & Private Group Seminar Training Package

Corporate & Private Group Seminar Training Package
$295.00
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  • Home
  • Education
    • Upcoming Teleconferences
    • On-Demand Programs
    • Practice-Building Series
    • Seminar Marketing Series
    • About the Speakers
    • Industry Events
    • Books
  • For Attorneys
    • Legal & Technical
    • Practice-Building
    • Marketing
    • The Ultimate Level
    • Coaching & Consulting
    • Referral Relationships
    • Books
    • Free Resources
  • For CPAs
    • Education
    • Tax Planning 101
    • Charts for Clients
    • Calculators & Software
    • Coaching & Consulting
    • Books
    • Free Resources
  • For Financial Advisors
    • Education
    • Charts for Clients
    • Working with Estate Planning Attorneys
    • Sell More Life Insurance
    • Coaching & Consulting
    • Free Resources
  • FREE CONSULTATION