HOW TO BUILD, MARKET AND MANAGE A SUCCESSFUL ESTATE PLANNING PRACTICE
Live Webcast Seminar
ITEM #:  2035062101   |   EVENT CODE:  339516    |   CREDIT STATUS:  APPROVED
MEMBER PRICE
$195.00
STANDARD PRICE
$245.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

ONLINE

Friday, February 19, 2021

9:00 AM - 3:40 PM

LIVE ONLINE ONLY – NO IN-PERSON ATTENDANCE
In-Person Passholders – You may use your Pass to register for the live webcast at no charge.

How to Build, Market and Manage a Successful Estate Planning Practice

Featuring Terrence G. Quinn

One of Michigan’s leading estate planning attorneys shares his novel approaches for developing a successful practice. In this fast-paced and fun seminar, you will learn how to reach the people and develop the tools that will make your practice more efficient and rewarding.  

Topics Include:

  • Strategies for Attracting the Clients You Want 
  • How to Make Excellent Client Service a Priority
  • Best Practices for Managing an Estate Planning Firm 
  • How to Create a Compelling Website for Your Estate Planning Practice 
  • And Much More!

ABOUT YOUR INSTRUCTOR:

Terrence G. Quinn, Esq. is President of The TGQ Law Firm and is licensed to practice law by the State Bar of Michigan. Terrence received his law degree from the University of Michigan Law School. Prior to his time in law school, Terrence earned his Bachelor of Arts in English from the University of Michigan, Ann Arbor where he was an active member of the Michigan Wolverine football team, including participation as a starter on the 1997 National Championship team. Following law school, Terrence joined the S.E. Michigan branch of a full-sized Michigan law firm where he practiced primarily with the Trust and Estates Practice Group. In 2008, Terrence opened and founded The Law Office of Terrence G. Quinn, PLC, now known as The TGQ Law Firm, where he now practices.


SCHEDULE:

8:30 – 9:00 a.m.
JOIN ONLINE


9:00 – 9:45 a.m.
Marketing Matters: An Overview

  • The Marketing Mindset: Why It Matters
  • What Do You Want…Really? Are You Sure?
  • The Cycle of Marketing
  • The Pivot: How to Market Your Practice When You Can’t Network In Person


9:45 – 9:50 a.m.
BREAK


9:50 – 10:35 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


10:35 – 10:40 a.m.
BREAK


10:40 – 11:25 a.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


11:25 – 11:30 a.m.
BREAK


11:30 a.m. – 12:15 p.m.
Making Excellent Client Service a Priority in 2021: How to Build Rapport, Trust and Relationships Online

  • The Point of Meeting
  • Online Meetings with Clients
  • Regular Check-Ins and Reviews with Clients
  • Remote Document Signing
  • Sharing Documents Safely


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


12:30 – 1:00 p.m.
LUNCH BREAK


1:00 – 1:45 p.m.
Best Practices for Managing an Estate Planning Firm

  • Streamlining Office Procedures
  • Staffing and Training Tips
  • Integrating Office Systems and Resources
  • What to Delegate and What to Do Yourself


1:45 – 1:50 p.m.
BREAK


1:50 – 2:35 p.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
  • Online Consultations
  • How to Keep Your Website Fresh with New Content


2:35 – 2:40 p.m.
BREAK


2:40 – 3:25 p.m.
How to Develop a Realistic Social Media Strategy: 

  • Just Having the Accounts Isn’t Enough
  • What to Do with Your Facebook Page and Twitter Account
  • What Not to Do with Your Social Media


3:25 – 3:40 p.m.
QUESTIONS & ANSWERS

LIVE WEBCAST
Friday, February 19, 2021
Attend online

REPLAYS
There are no replays.

$195 MSBA members / $195 paralegals / $245 standard rate

Other discounts that may apply:

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.

MEMBER PRICE
$195.00
STANDARD PRICE
$245.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

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