Send us a text We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From appreciation to a confident close, we show how to ask, verify, and present value with precision. • leading with gratitude to set tone • letting clients talk to build trust • drilling down on status of care, assets, income • summarizing facts and confirming in writing • setting fee ranges tied to value protected • analy...
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Send us a text We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From appreciation to a confident close, we show how to ask, verify, and present value with precision. • leading with gratitude to set tone • letting clients talk to build trust • drilling down on status of care, assets, income • summarizing facts and confirming in writing • setting fee ranges tied to value protected • analy...
Ep 59 Building the correct Avatar, Not Guesswork: Targeted Elder Law Growth
The Elder Law Coach
17 minutes
2 months ago
Ep 59 Building the correct Avatar, Not Guesswork: Targeted Elder Law Growth
Send us a text Most elder law firms try to speak to everyone and end up convincing no one. We take you inside a practical, field-tested approach to defining three high-value audiences—seniors, adult children, and caregivers—and crafting messages and channels that meet each where they already are. Seniors want independence, asset protection, and clarity about Medicaid and probate. Their adult children want quick answers, financial safety for mom and dad, and easy ways to take action. Caregiver...
The Elder Law Coach
Send us a text We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From appreciation to a confident close, we show how to ask, verify, and present value with precision. • leading with gratitude to set tone • letting clients talk to build trust • drilling down on status of care, assets, income • summarizing facts and confirming in writing • setting fee ranges tied to value protected • analy...
