Planning for Wealth Transfer, Part 1

7. Establish how you'll market the program. Will you market it to everyone or segment out a group from your list — everyone over the age of 65, for example? How will the prospect list be built and, of paramount concern, who will follow-up on leads? Will you use the Internet to publicize the program? Matthews also suggested considering holding special seminars or workshops on the program for your constituents.

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