Back to Basics: What is the LWP Enrollment & Estate Planning Process?
The baseline process for all LWP’s processes starts with the Enrollment & Estate Planning Process. Being able to confidently follow this process puts you (and your team) on the path toward success.
After this live webinar on Wednesday, May 18th at 1:00pm ET with Mandy Bossow, one of LWP’s Performance Management Specialists, you’ll learn:
- What the LWP Enrollment and Estate Planning Process is.
- How the workshop is part of the process and is NOT a marketing tool.
- How to determine when a prospect should have an initial or vision meeting.
- What the most important tools are in keeping you and your meetings on track.
- Who should be managing the process and keeping the client moving forward.
This webinar will help you understand the importance of following the process and why it’s a foundational piece of your LWP journey. Mandy has “been there, done that” and looks forward to answering any question you may have!
This webinar is open to Lawyers With Purpose members only.
Registration Required
Speaker
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Amanda "Mandy" BossowPerformance Management Specialist | Lawyers with Purpose
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