Trusts & Estates

read
Trusts & Estates

How to Engage the Client or “Closing the Deal”

By: Jeffrey R. Matsen, Esq.

Jeffrey R. Matsen presents a practice anecdote, offering his techniques that close the deal around a particularly difficult client. Through his technique, he gains confidence and trust in his client so he may move forward with their deal.

To learn how he did it, please fill out the form below.


Complete the form to get your free guide

Related Resources

EPAW No CTA
read
Trusts & Estates

2022 Estate Planning Awareness Week - Free Marketing Package

This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More
Tax cheat sheet lp
read
Trusts & Estates

2021 Tax Cheat Sheets for Clients and Prospects

Download our free tax filing cheat sheets to give to your clients and prospects.

Learn More
E Pawareness2020thumbnail
read
Trusts & Estates

2020 Estate Planning Awareness Week - Free Marketing Package

This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More

Get the Premier Magazine for Industry Thought Leaders