*If LegacyAnchor could meet those goals, how soon would you want to implement?
Now, tell us about your firm.
*What percentage of your work is focused on estate planning?
Other areas of practice (if applicable)
*What is the MOST common way that you acquire new clients?
*What is the SECOND MOST common way that you acquire new clients?
Tell us about your firm's market area and client base.
*Typical client profile (check all that apply)
*Typical client asset range
*How would you describe your firm’s average client relationship duration?
*How do you usually interact with clients?
Let's address your transition readiness.
*Do you maintain secure digital client records?
*How many client accounts do you want to transition to JLP?
*How interested are you in working with Joseph Legacy Planning in general?
*How soon do you want to begin implementing this program?
Some final strategic fit questions.
*Which LegacyAnchor program benefit is MOST attractive to you?
*Would you like to receive a confirmation call from our firm, to begin an offer discussion?
