"Develop a Yearly Marketing Plan for Your Practice in One Hour"

Marketing Skills for Attorneys & Other Wealth Planning Professionals

Course title: "Develop a Yearly Marketing Plan for Your Practice in One Hour"
Presenter: Mary G. Anderson, Business Consultant, Founder of Advanced Legal Training Institute
CLE: 1.0 Fee: $147./

Overview:
Family Estate Planning Attorneys and other Wealth Planning Professionals are often challenged with creating a marketing plan and choosing the most comfortable method to find and connect to their clients, potential clients and referral sources.

In this CLE webinar we cover these topics:

  • Develop Your Business Model and Marketing Map!
  • Develop Your Business Brand!
  • Learn About Marketing and Lead Generation Activity!
  • Nurture and Develop Your Leads!
  • Design Your Intake Process/Client Experience from Start-to-Finish
  • Develop an Intake Meeting Script, Closing and Delivery of Services (menu)
  • Connect with Your Staff Regularly to Share our Marketing Map Goals
  • Develop a Follow-Up System That Works!

Join us to learn the simple tricks that your competitors use everyday to increase their business advantage. Advice abounds—why aren’t you on Instagram? Should you do a podcast? Is it time to upgrade your logo? Website? Email platform?

This course includes both online and offline methods to develop or upgrade your current marketing habits. Choose something from the menu that appeals to you and make a commitment to try it for a couple of months and measure your success.

Start now and get clear about your unique skills and the professional services you offer plus a description of your ideal client. Soon you will be on your way to creating a flow of new clientele. It’s important to devote time every week to review, update and measure the success of your annual marketing strategy and the strategies that you are using to achieve your firm’s goals.

www.AdvancedLegalTrainingInstitute.com


Your CLE Instructor


Mary G. Anderson, Business Consultant/Coach
Mary G. Anderson, Business Consultant/Coach

Mary G. Anderson is an Author, Speaker and Organizational Consultant/Coach who helps others to define their legacy and live true to it. She is the Founder and Program Director of the Advanced Legal Training Institute. Mary designs and delivers CLE programs for attorneys and other wealth planning professionals in the areas of leadership, motivation, time management and law practice systems and policies.

Through her consulting firm, Life Management Consulting, Mary also offers coaching products and services to support people to both start and finish the important planning projects in their lives. She is an advocate of planning ahead to protect yourself, your family, your pets and your business —just-in-case

Mary provides coaching support for people who are coping with difficult life altering changes such as dealing with the death of a family member, friend or pet; estate settlement issues, conflict resolution among heirs, separation and divorce, debilitating Illness, loss of a home/job and more. She inspires others to keep moving on through any difficult times of change, transition and loss in their lives.

SUMMARY OF EXPERIENCE
Mary G. Anderson, Founder, Advanced Legal Training Institute

Client Legacy Education Products:

      • Legacy, Business & End-of-Life Planning Seminars, Teleseminars & Workbooks
      • Legacy, Business Succession & End-of-Life Planning Live & Recorded Seminar & Teleseminar Packages (including Audio CDs, & Video DVDs)
      • Workbooks, Reports & Articles
      • Newsletter: My Life, My LegacyPLAN

Client Legacy Education Services:

      • Legal, Legacy, Business Succession & End-of-Life Planning Educational Programs
      • Client 1-on-1 Consulting/Coaching
      • Group Coaching
      • Speaking & Onsite Customized Training Services
      • Help with End-of-Life Planning (Legal, Financial, Last Wishes & Legacy Plan)
      • Help with Elder Care Needs Assessment, Choices & Caregiver Support
      • Help with Conflict Mediation Among Heirs
      • Help with Funeral Planning (Eulogy, Obituary, Reception, etc.)
      • Help with Legacy Planning (Documenting Family History & Values, Creating a DVD, etc.)
      • Help with Business Succession Planning
      • Help with Estate Settlement Agent Services/Inventory
      • Help with Grief, Loss & Recovery Support

"I would rather be ashes than dust! I would rather that my spark should burn out
in a brilliant blaze than it should be stifled by dry rot.
I would rather be a superb meteor, every atom of me in magnificent glow,
than a sleepy and permanent planet.
The proper function of man is to live, not to exist.
I shall not waste my days in trying to prolong them. I shall use my time."
~Jack London


CLE Webinar Curriculum


  CLE Webinar: "Develop a Yearly Marketing Plan for Your Practice in One Hour"
Available in days
days after you enroll

Frequently Asked Questions


What is a CLE On Demand Webinar?
A CLE On Demand Webinar is a self-paced online program that allows you to earn continuing legal education credit at your convenience (24/7/365). Each CLE Webinar Package includes: • A Video Recording of the Live CLE Webinar Presentation (MP4) • A Copy of the PowerPoint Slides Used in the Presentation • A Copy of the CLE Course eStudy Guide which includes the Certificate Attendance and the Course Evaluation Form After you have studied the course materials, please send/scan your course evaluation to [email protected].
When does the CLE webinar start and finish?
The CLE on demand webinar is available immediately for your download and study. It is a completely self-paced online course so you decide when you start and when you finish.
How long do I have access to the CLE webinar?
After registering and purchasing the CLE online webinar of your choice through Advanced Legal Training Institute, you will have immediate access to this CLE Webinar Package for as long as you like, across any and all devices, that you own. All of our CLE On Demand Webinars allow for lifetime access upon purchase.
Can I share this course with my colleagues? Can multiple people be logged in to view the CLE On Demand Webinar at the same time?
No, unfortunately every member of your team needs to purchase their own training as otherwise the training will not be accredited. Access to each CLE On Demand course that is purchased is available only to the registered participant. Only you (as the account holder) can access the course materials, therefore only registered and paid attendees will receive continuing education credit per the California State Bar Association guidelines. Onsite presentations are available and if you have a larger number of employees to train, please contact us for additional information.

Thank you for choosing the Advanced Legal Training Institute as your preferred CLE provider. We aim to offer you the best, most timely, up-to-date legal and wealth preservation educational resources.

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