--000000000000a20e220607dc6721 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello team, Thank you for your time on this morning's B2B Toolkit Call. Let's get out there and connect with our Estate Planners this week! (see strategies + video below) HERE is the recording. HERE is the attendance. Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Mon, Oct 16, 2023 at 6:00=E2=80=AFAM Ashley Mirone = wrote: > October 16th B2B Toolkit > > > *National Estate Planning Awareness Week Oct 16-22 * > > This week is National Estate Planning Awareness Week - Make sure to click > on the video of Jennifer Bennett and Jeff Torok Sharing Tips on Working > with Estate Planners! *CLICK HERE!* > > > > When celebrating this week, remember to: > > - *Planning and Approaching* > - Prospect for the right Estate Planners: > - Referred from your trusted advisors - GCM, Fiduciaries, Elder > Law Attorneys > - Search your local associations for events and member lists: > NAELA > , > NAEPC > , > local Bar Association, Financial Advisor Groups, PFAC > > (CA), and ProVisors > > - Reach Out Approach: seeking education *Email Template Below* > - "Hello, I'm reaching out to better understand your business > and specialty within your field. I have clients on service that = may > potentially need your services and I would like to better unders= tand their > local estate planning options. Would you be available for coffee= or lunch > in the next week?" > - Recognize that we have clients to refer as well! This is a > mutually beneficial relationship > - Don't be intimidated! > - Leverage your Client Success Team: do we have any clients on > service who have an Estate Planner that you can connect with? > - Tools: (all on the Brand Center) > - Comparison of Services > > - Trusted Advisor Insert > > > - True Cost of Aging Deck > > > - Differentiator Pitch Deck > > *Advancing* > - Bring in lunch for your EP and the office (paralegals and admin > assistants) in their office. Many times their offices are very tigh= t-knit. > Include as many people as you can in the celebration. > - Recognize them with a thoughtful note > - Spotlight Tools for LinkedIn: make sure to check out our social > media calendar for the spotlight tools. Video here > on > how to use the tool. > - Get a meeting to present the True Cost of Aging deck (housed on > the Brand Center) to them and their staff. > - Arrange for an opportunity for the Estate Planner to present an > educational topic at one of your top SLC's. > - Invite them to your PAC group > - Warm Intros: ask them who they would like to be connected to or > what types of professionals they're lo