How to Have Successful Strategy and Relationship Review Meetings with Allied Professionals
We are excited to bring back the Marketing Roundtables, which we will host on the second Monday of each month at 4 PM EST! Marketing Roundtables will cover a range of key topics, identify solutions to challenges, discuss what’s worked for Members in the past (and what hasn’t), and more. They will alternate between retail and wholesale marketing strategies.
This month hosted by Phil Miner and LWP Member Jeff Bellomo, this Marketing Roundtable will focus on how to have successful Strategy and Relationship Review meetings.
The presentation will be interactive taking questions throughout as well as we’ll open the session to roundtable discussion after the presentation. You can participate in (or just listen to) engaging conversations, offer feedback and suggestions of your own, and gain the marketing insight you need to generate more leads and grow your practice.
Marketing Roundtables are scheduled for 60 minutes, so please make sure you are on time.
This webinar is open to Lawyers With Purpose members only.
Jeffrey Bellomo Esq.Elder Law Attorney | Bellomo & Associates LLC
Jeffrey Bellomo is admitted to the Bars of the Supreme Court of the United States, the Supreme Court of Pennsylvania, and the U.S. District Court for the Middle District of Pennsylvania. He is a member of the Pennsylvania and York County Bar Associations. Jeffrey has been certified as a member of The Lawyers of Distinction, which is the fastest growing community of distinguished lawyers in the United States, limited to the top 10% of attorneys in the United States. Jeffrey teaches attorneys across the country the legal-technical aspects of Estate Planning and Elder Law as well as how to run an Estate Planning and Elder Law Practice.
Phil MinerPerformance Management Specialist | Lawyers with Purpose