Working with Financial Advisors

A well-balanced marketing approach is a diversified marketing approach! Working with financial advisors in your community is an excellent way to generate revenue, it just takes a lot of time and effort to develop those relationships!

The Academy has a complete marketing system for developing professional relationships:

1. The Education Department publishes a "Monthly "Estate Planning Alert" for members to customize and deliver (fax or email) to financial advisors in their area. This alert is usually on an estate planning or elder law topic, or it may be a newsflash about something that has just occurred.
   
   
2. The Academy has also put together a template slide presentation to give during a luncheon at your office with one of the advisors who receives your Monthly Alert. This mini-presentation, or discussion tool, for this private "Lunch and Learn" prompts both the attorney and the advisor through a meeting that develops a relationship and may lead to referred business or private seminars.
   
   
3. Another use of the list of advisors our members compile is to offer a Continuing Education Course. The Academy does everything but send invitations and conduct the class!
   
   
   1. All fax and written invitations, registration preparation instruction is available to members,
      
      
   2. Once notified by the member, the Academy arranges for CE Approval for all the member's participants.
      
      
   3. The Academy has CE Programs already prepared on IRAs, Business Succession Planning and even a 12-hour basic estate planning course. This includes Slides, Script, and Handout material for the session.