ABOUT YOUR INSTRUCTOR:

Terrence G. Quinn is a distinguished attorney with over two decades of experience specializing in Estate Planning and Elder Law. He is recognized as a Top 10 Attorney in Michigan for Estate Planning and is among the National Black Lawyers' Top 100 Black Attorneys. Terrence currently serves as the Chair of the Real Property Trusts and Estates Section of the National Bar Association; is a member of the National Bar Board of Governors and its Executive Committee; and a member of the Executive Committee for Michigan's Institute for Continuing Legal Education (ICLE). Terrence attended law school and college at the University of Michigan. He was a walk-on on the University of Michigan football team, earning a full scholarship as a receiver. He was part of the 1997 national championship team. Today, he remains an active member of the University of Michigan football community.

SCHEDULE:

8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST

9:00 – 9:05 a.m.
WELCOME & INTRODUCTION

9:05 – 9:50 a.m.
Marketing Matters: An Overview

• The Marketing Mindset: Why It Matters
• What Do You Want…Really? Are You Sure?
• The Cycle of Marketing
• How to Market Your Practice Without Networking in Person

9:50 – 9:55 a.m.
BREAK

9:55 – 10:40 a.m.
How to Develop a Marketing Plan Tailored to Your Practice

• Identifying your Preferred Targets and “ValuAble” Statement
• Locating and Communicating with Target Market Members 
• Fine Tune Your Marketing to Attract the Clients You Want
• A Step-by-Step Approach to Closing the Deal

10:40 – 10:45 a.m.
BREAK

10:45 – 11:30 a.m.
Winning Websites: How to Create a Compelling Website for Your Estate Planning Practice

• Personalize and Educate with Video Messages and Tutorials
• Engagement Tools, Including Self-Assessments
• How to Turn Clicks into Clients
• Incorporating Lead Generators
• Online Consultations
• How to Keep Your Website Fresh with New Content

11:30 a.m. – 12:15 p.m.
The BIG Deal: Developing an Effective Online Marketing Presence

• What to do with your Facebook, YouTube and Instagram Accounts
• The Necessary Tool in Online Marketing Today
• Take a Peek into Terrence’s Marketing Plan

12:15 – 12:30 p.m.
QUESTIONS & ANSWERS

12:30 – 1:15 p.m.
LUNCH BREAK (on your own)

1:15 – 2:00 p.m.
Winning with Workshops

• Why Workshops Work
• How to Keep Participants Engaged
• How to Motivate Participants to Action
• The Secret to Ensuring Business from Any Workshop or Presentation

2:00 – 2:45 p.m.
The Meeting: Making Excellent Client Service a Priority: Building Rapport, Trust and Relationships in Client Meetings

• The Point of Meeting
• In-person and Online Client Meetings
• Closing and Handling Objections
• Maintenance Plans – Keep Them Coming

2:45 – 3:00 p.m.
BREAK

3:00 – 3:45 p.m.
Best Practices for Managing an Estate Planning Firm

• Streamlining Office Procedures
• Staffing and Training Tips
• Integrating Office Systems and Resources
• Using AI
• Delegation v. Collaboration

3:45 – 4:00 p.m.
QUESTIONS & ANSWERS

LIVE IN-PERSON
Monday, October 28, 2024
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Thursday, November 14, 2024
Monday, December 9, 2024
Attend online
A moderator will be available to answer questions by email.

$295 MSBA members / $295 paralegals / $345 standard rate

Other discounts that may apply:

• Season Pass Discount
• New Lawyer Discount

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 5.75 standard CLE credits. The maximum number of total credits attendees may claim for this program is 5.75 credits.