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FundingPro™ Marketing
As important as funding is to
clients, it's surprising that more attorneys don't help them with
it. Some rely on clients to accomplish it themselves, while others
hand their clients off to third parties. But there are powerful benefits to be gained by including in-house funding as
part of your repertoire of client services:
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Gain greater client control
by
managing this critical element of their estate plan.
You'll be amazed at how much closer your client relationships
become when you and your team are involved with them
every step of the way. This closer relationship
translates into greater client loyalty, increased referrals,
and more repeat business. |
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Enhance your relationships
with financial and tax advisors by including them as
players in your clients' estate planning process. The
payoff: better relationships with these valuable professional
colleagues, with the opportunity to generate more referrals
from them. |
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Achieve a competitive
advantage over other attorneys who don't provide funding
support. You'll benefit by comparison to those who can't
match your level of professional service in the marketplace.
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Secure your professional
reputation by ensuring your clients receive the very best
in estate planning support and by avoiding any lapses in service
that could open your practice to increased malpractice
liability.
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To help
you reach these objectives, your membership to FundingPro™
includes trust funding marketing kits
designed by experienced attorneys who have successfully promoted
trust funding to financial advisors, bank managers, and satisfied
clients. These marketing kits help to cultivate new referrals,
secure repeat business, and enhance critical business relationships. Trust Funding is a central
component of relationship-orientated estate planning.
With
trust funding as part of your estate planning services, you can
build a thriving practice, enhance your professionalism, and grow your market share in the
competitive field of estate planning.
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