Techniques to Expand Your Special Needs Practice

(65 min)

So you have become a Professional Member of Protected Tomorrows. You have made a commitment to yourself to improve your technical knowledge in the area of special needs planning and understand the importance of deepening your existing client relationship by asking the right questions and being authentic with your clients. Now what?

Topics Discussed:
a) Highlight key areas of the member website
b) Effective marketing techniques that can be used to boost referrals
from your existing clients and other professionals
c) How to effectively work with Protected Tomorrows to ensure your clients with
special needs are provided all the tools needed to prepare a Future Care Plan™
for a safe and fulfilling future for their loved one with special needs.

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