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Offices in: Clearwater • Tampa • Sarasota • Naples • Ft. Myers
Toll-Free: (800) 660-7564
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For Professional Financial Advisors HOME Professional Continuing Education The
Estate & Business |
How to Refer Clients to Our Office Quick Referral Register for:
Estate Plans That Work™ (educational workshop) Overview We have found that there is a right way and a wrong way to refer clients to a law office for planning needs of the client. Our experience is that clients tend to procrastinate when it comes to embarking upon probably the most important legal engagement of their lives. They procrastinate because they either think they can wait to do this type of planning or because they just don't want to do it. Therefore, merely telling a client they should call a particular attorney or giving the client the business card of the attorney usually results in the client doing nothing. Then, when something happens, the client and the client's family are unprepared, and oftentimes an unpleasant set of circumstances then unfolds before everyone's eyes: arguments, confusion, unnecessary taxes, unnecessary attorney's fees, and finally a lot of finger pointing at the client's professional advisors for failing to prevent things from deteriorating. Your Alternative We have developed another way. The LifeStyle Personal Planning™ Process is a new and refreshing way for clients to approach and enjoy what we call Life & Estate Planning. Unlike traditional word processing planning by many lawyers, what we try to do is approach planning from a fresh perspective. We want the client to want to do planning within our LifeStyle Personal Planning Process™. Because our planning process is focused on planning for us for today -- including current income tax reduction strategies -- we try to concentrate on our life styles today. The central difference between the old way of referring clients and the new way is your involvement -- the involvement in the process of the client's professional advisors. Instead of hoping your client does what they should do, the better alternative is for you, the professional advisor, to guide them through and participate with them in the process. Then they feel you, the professional advisor, is involved with them: you haven't forgot about them and you care for their well being. That's what they think and that is what is indeed true: you haven't forgotten about them and you do care for their well being. If you didn't, you wouldn't have suggested they needed to initiate or complete their planning. This fresh perspective is necessary. One way we encourage this fresh perspective is to offer our clients a LifeStyle Retreat™ once each quarter. Every 90 days, we all get together for dinner, day trips to museums, dinner & dancing cruises and our annual LifeStyle Antique Roadshow. You can encourage this fresh perspective by being proactive. And the way you become proactive is to be at the center of our Estate & Business Planning Team. You, the professional advisor, should be the quarterback of this team. For that reason, we encourage you to initiate and make all referrals on behalf of your clients. Here's how: How to Refer a LifeStyle™ Client Clients are introduced to our planning in 1 of 2 ways:
Planning We offer 3 tiers of LifeStyle Personal Planning™ for our clients:
Additional planning may involve the use of Irrevocable Life Insurance Trusts, Family Limited Partnerships, Intentionally Defective Grantor Trusts, Demand Trusts, Grandchildren's Trusts, Grantor Retained Annuity Trusts, Walton GRATs, Charitable Lead Trusts, Charitable Remainder Trusts, etc. Business owners will need to coordinate their Life & Estate Plans with their respective business succession planning, buy-sell agreements, and business reorganization planning. The reorganization of a successful business, making a profit, into a new entity owned and controlled by the client in a completely income tax-free structure and asset protected structure should also be coordinated with the client's Life & Estate Plan. Formal LifeStyle Updating Protection Plan™ We offer to all of our LifeStyle Personal Planning™ clients the additional option of a regular, routine and automatic updating program so that their Life & Estate Plan is always current and up-to-date. All plans undergo 3 types of changes: (1) changes in the client's personal family situation, and (2) changes in the legal environment with new laws and regulations, and (3) changes in the level of the attorney's experience level and ability to apply new and cutting edge planning tools to the plans of existing clients. Annual Client Family Reunions (ACFRs) and Client Update Maximizer programs ensure that our client's Life & Estate Plans are always effective no matter what happens or when. Fees Attorney's fees begin at $500 and are commensurate with the type of planning requested by the client. Our clients are free to design their own fee structures depending upon the level of planning protections they desire. |
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Copyright © 2004 by Integrity Marketing Solutions. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement. The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before you decide, ask us to send you free written information about our qualifications and experience. This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. Persons accessing this site are encouraged to seek independent counsel for advice regarding their individual legal issues. |
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