Estate Planning Firm

Team,I recently met with a firm that included one of the two partners and four other associate attorneys as well as their paralegals.  For the meeting itself I partnered with an aging life salesperson and on of my top Realtor partners who specializes in probate. The three of us provided lunch for the firm and had an open discussion roundtable on their practice and how each of us provides value to what they do. The bottom line they were exceptionally receptive to the liability management concept and we're very intrigued to know more. Within a week after our visit, I received my first referral.

Takeaways:

Partnering with the 2 other professional was significant because they already have these relationships with these firms. I am leveraging their sphere to be part of the conversation and in the meeting.

Estate Atty’s can be another option for us as CLA’s and is another blue ocean opportunity with no Mortgage pros targeting this niche. The main questions the Atty’s asked was at what point in their process should they be looking for an opportunity to refer us.

I’ve included/attached the simple handout at the meeting as a leave behind that I created the day of our meeting.