Learn how to give up control of the design & sign client meetings with confidence and trust!
Attorney Matt Deliberato and paralegal Karen Robison of The Deliberato Law Center in Cleveland, OH talk about feeling the fear and letting go of the mindset of “it requires an attorney” or “my clients will leave me if they can’t meet with the guru!”
What you’ll learn in this episode:
- Setting clients’ expectations around constant, immediate access to the attorney
- How to set the expectations with your PNC and existing clients on the team-centric approach to their planning
- How to delegate the design, sign & medicaid meetings to your team with full faith & confidence
- How having your team lead client meetings automatically enrolls clients into an annual maintenance program