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You are here: Course Outline

Probate Services: How to Market and Sell them

Credits:2View Alternative Price Options
Course Code: 2926

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Who Should Attend

The webinar is aimed at principals and other staff who are responsible for developing and implementing the firm’s marketing strategy for promoting their probate and estate administration services.

Course Content

The course will identify the steps that firms should take to establish an effective sales and marketing strategy for probate services and to implement it effectively. It will cover: 

  • The marketing and sales basics you need to make your strategy a success
  • Analysing the competition in the market place
  • Why clients and prospective clients should use you
  • Identifying how probate services fit into your current service offering 
  • A closer look at your target audience
  • Marketing activities – what are other firms doing?