Course curriculum

    1. Intro to Probate Pathway

    1. Marketing and the Unique Selling Proposition

    2. Be the Client's "Sherpa Guide"

    3. Setting Client Expectations is the KEY

    4. Tactical Next Steps

    5. Resources & Pathway Logo

    1. Probate Initial Intake Call Form

    2. PNC Glidepath Script

    3. Consultation Agenda (client version)

    4. Training Tool: Why Questions Script

    1. Full Probate SKU

    1. Marketing, Intake and Sales

    2. Stages 1-5

    3. Stage 6

    4. Stages 7-11

    5. Action Steps & Ending

    6. Resources

    1. Stage 1 Overview

    2. Pathway Booklet Package, Communication Protocol & Maximizing Communication Efficiency

    3. Training Video

    4. Procedures & Other Resources

About this course

  • $595.00
  • 65 lessons
  • 3.5 hours of video content

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