How do I prosper with this module?
First, this is both a lead generation tool and a profit center for offering collaboration sessions. You interview the potential client which involves filling in a series of evaluation forms which requires no advanced skills.
You then show a Power Point Presentation of 45 slides (You can choose which ones you wish). You then study the presentation script book as to the slides you decide to present.
What licenses do I need to offer these services?
You may offer land trust educational services if the materials have been approved by an attorney in California. If you collaborate with potential clients, the do’s and don’ts depend on what professional licenses you have. This is discussed exhaustively in the module. It is also discussed in your free phone consultation with us, so you are fully aware as to how the do’s and don’ts are within your parameters.
How easy is it to get started?
It is quite easy for everyone. The module comes with 7 manuals, a “gameboard” for goal setting, and a zip drive in a small wooden box. Take this with your laptop to Starbucks for an afternoon, peruse the materials and you are ready to get started? There is a very detailed set of tables of contents. You can decide which subjects you wish to read and go forward with the subject matter. Then you will download the forms you wish to use. There are various types of forms, script and topics for all comfort levels.
How do I start to prospect for clients?
Certainly, there is no one size that fits all. Each of us has our unique comfort zones. This is why you are entitled to a free consultation where together; we can decide the most purposeful and easiest ways for you to get started.
For those who are shy and have little marketing experience, perhaps the Lawsuit Exposure Form is the best starting point. You offer a simple quiz where the potential client rates 25 attributes and the total score tell him/her whether asset protection is crucial for him/her.
Business networking is the name of the game. One of the manuals is “Do Your Homework Before You Network”. You will learn the better marketing strategies and there are several pages of potential questions and answers to choose within your comfort zone. There is also a summary of how to be successful with trade show selling as well.
What is a collaborator and how is it different from being a consultant?
A consultant must follow rules against unauthorized law practice. We will discuss these during your free consultation. For the most part, the land trust and asset protection client isn’t quite fully aware as to what his/her issues really are. The collaborator educates the client with facts through a series of questions, allowing the clients to heighten their awareness to themselves. Hopefully the client will become closer to vanishing their denial of their issues.
As a collaborator, you have opportunities to refer the client to strategic alliance partners who may come into the transaction, allowing the client to benefit from a team of professionals with various specializations, which can easily lead to mutual referrals. Your licensing may require that all clients have sample form documents approved by an attorney. You may find that they will do this in very few cases.
You will show various mechanisms. However, you explain what and why there is potential to achieve these goals. The client always makes their own final decisions.