SPECIAL REPORT...

Alexis Neely

 "How to Engage 97.5% of
the Prospects Who Come Into Your Office And Double Your Income...In Half The Time...GUARANTEED"

It is very, very, very, very rare for an estate planning attorney to write this kind of letter. 
Please take the time to read it carefully.  In fact, if you are - as I hope - very interested
in making a lot more money (and even having more fun as an attorney), then I urge
you to get comfortable, ask not to be disturbed, and STUDY this letter -
it IS that significant!   It introduces something THAT amazing!
 

Alexis, just wanted to let you know that the first time I used your system, and poorly so, I might add, I made an extra $1250.00.  Awesome!!

- Eric Barnes, Kaysville, Utah

From : Alexis Martin Neely, Esq.
Redondo Beach, CA

Dear Fellow Estate Planning Attorney,

If you are sick of prospects canceling their appointments, tired of meeting for hours with the prospects who do come in only to find out they need to think about it or want to shop around, and you are uncertain or afraid about how much longer your practice can survive, if things continue the way they are, and you are ready to finally DO SOMETHING ABOUT IT, this is the most important letter you'll read all year.  Here's why:

I am going to share with you my foolproof, easy-to-follow system that has turned my once struggling practice around to a profit generating machine that cranks out money on demand. 

But, before I reveal what this system is, let me ask you this:  How many times has someone come into your office for an initial consultation, then left without writing you a check because they:

  • Wanted to shop around to make sure they're making the best decision possible.
     
  • Were uncertain about the fees or what to do next.
     
  • Felt uneasy about writing a check to you that day.
     
  • Needed to talk with someone else before making a decision, or
     
  • Wanted to "think about it" (aka you felt like you had to SELL them on the benefits of working with you - and failed).

These problems used to frustrate me to no end and really stress me out.  I kept wondering to myself, "What am I doing wrong?  There's got to be a better way."  If you feel the same way, let me tell you something....

IT'S NOT YOUR FAULT! They didn't teach us anything about running a business and engaging clients in law school.   Chances are no one ever told you having your own practice would be so difficult!

I surely had no idea.

After three years of practicing law with a big law firm, I decided I'd hang out my shingle; I was sure there would be people lined up just waiting to take advantage of my great service.

Ha!

Little did I know that getting my phone to ring was just the beginning of the battle.

I had no idea I'd have to become a salesperson too.   My dad was a salesman, and I went to law school to avoid that fate!

"I'm a professional," I thought, "not a salesman."   And yet, my practice was floundering.

I would often spend 3-4 exhausting hours with a prospect, only to find out that they were just shopping around for the best deal or had to think about it.   I approached each potential client meeting with a knot in my stomach because, if they didn't say yes, I wouldn't be able to pay my one part-time staff person, let alone support my family.

It was so bad, I found myself praying to God for help.   And this was at a time when I didn't even believe in the power of prayer! I was grasping at anything I thought could possibly help.  And then it happened...

The Day That Changed My Life Forever

I set out to learn everything I could about what motivates people to plan.  I investigated every system out there for getting prospects to say yes.  I spent tons of time and money attending workshops, hiring consultants, and buying programs. 

I began to notice patterns.  I took these patterns, and I put them together into a system that I could use with each and every prospect. 

And suddenly, things changed!

I started to notice that, when prospects came into meet with me, they said yes almost every single time! And, when the answer was no (which was rare), I knew it within 45 minutes rather than the 3-4 HOURS it had taken before.

I began to look forward to meeting with people because I knew they would work with me, and I was able to make projections for my business, hire a team to free up my time, and reap the tremendous benefits of owning my own company.

And yet, each month, I was still struggling to make ends meet.

You see, I was engaging nearly 100% of the people who came into my office, and I found I STILL wasn't keeping anything after taxes, payroll, insurance, rent, and supplies.  I was uncomfortable every time I had to quote a fee, and my prospects could sense that.  I ended up giving away a lot for free.  (Does this sound familiar?)

It was so painful that ...

I Drove 150 Miles (Through LA Traffic!) and
Paid a High-Priced Consultant $7,523 to
Develop a System So I'd Never Have to
Feel Uncomfortable Quoting a Fee Again!

I didn't have the money at the time, but I did it anyway and it turned out to be one of the best decisions I ever made. 

Now, I let my clients choose their own fee.   Yes, I did say choose their own fee.   Strange, I know.   But it works.   And it has allowed me to increase my average fee by $2,000 painlessly, and my clients are happy to pay more.   In fact, it's their choice to do so!

(Later in this report, I'm going to share with you how you can learn this exact same system, absolutely FREE.   So keep on readin'!)

After I implemented this simple system, I started engaging almost every client who walked through my door and for higher fees than I ever had before.  Life was good! But...

I had loads of cancellations, and it was really hurting my business.  I took it in stride, built it into my projections, just figuring that's the way it was until...

This Brutally Painful Day...

I remember it like it was yesterday (although sometimes, I wish I could forget it).  I was very excited because I had 3 appointments scheduled that would have resulted in about $10,000 worth of income, which I desperately needed and was counting on.  Then, disaster struck...

All 3 of my prospects cancelled!!!!!!!

Saying that I was "disheartened and upset" was an understatement.  I really needed that money and ended up with zip, Zilch, NADA!

The End To Cancelled Appointments!

I decided that day - THE CANCELLATIONS COULD NOT CONTINUE!  I had to eliminate them if I was going to survive and thrive in this business.  

My family was counting on me.

It took a few months, but I came up with a killer system that eliminates cancellations.

Now, when my calendar is booked for appointments, I know with nearly 100% certainty that the people on the calendar will show up for their appointment and decide to engage my firm.

Imagine... how much better life would be if you eliminated cancellations, knew your prospects would say YES and to higher fees than ever before!

Think about how phenomenal it'd be to have a simple system that virtually guarantees every one your prospects will show up for their appointments and leave you with a big, fat check! You know what's exciting?

This is not just a dream...and it can be your reality starting today! Here are the...

7 Insider Secrets For Making It Happen NOW!

Secret #1: Fix the phone!

The first call to your office by a prospect is the most important because if the person making your appointments doesn't know what to say or says the wrong thing, you'll never get the chance to meet with the prospect.  

My Client Services Director is the one who makes my appointments and, believe me, she's no salesperson!  In fact, she was a kindergarten teacher before I hired and trained her.   And she hates selling!

But she follows a detailed process each time a prospect calls our office, and she's learned just what to say so that prospects know that making an appointment is the smartest decision they can make for their family.

This process includes an intake form that ensures she doesn't forget to gather any of the critical details we'll need, a tracking sheet to ensure she follows up with each prospect appropriately and, here is a BIG SECRET, a specific script she follows each time to secure each and every appointment by getting the prospect's credit card number!

Believe me, I know requesting a credit card is a controversial strategy, and you're probably thinking it would NEVER work in your office.

I thought that, too!  In fact, my Client Services Director nearly talked me out of it.   She was convinced it would never work.

But I paid another high-priced consultant (yes, I've worked with several) thousands of dollars to develop a script for her to use and - lo and behold - it worked like gangbusters!  And, I swear, by some strange coincidences, I started getting even more calls from prospects.

Obviously, you have to be very careful when you introduce the credit card reservation system into your office.   I did it wrong in the beginning, and it cost me both money and goodwill.  The right script is the key!

Secret #2: The Pre-Meeting Package

Immediately after your prospect makes an appointment, send them a pre-meeting package.  Your prospect returns the worksheet in this package to you BEFORE you meet the prospect.  This means both you and your prospect are going to be prepared before your meeting and makes it MUCH MORE LIKELY your prospect comes in ready to do business with YOU.

The design of the pre-meeting package is critical to your success!  This is not a place to skimp or be cheap.   Your prospects first view of you could be this package and, if it's not just right, they will not be predisposed to hiring you. 

The package needs to be structured in such a way that the prospect is compelled to complete the worksheet and send it back to you.   At first, I was NOT having success getting the worksheet returned, but I painstakingly made revision after revision until I develop a package that ensures we get back the completed worksheet nearly every time.

Secret #3: The Subliminal Office Design

There are 8 specific things we do IN our office that psychologically prime our prospects to become clients.

While I can't go into all of the details of each of the 8 things we do in our office, one of the key elements is a scented candle we always have burning at our reception desk.   When prospects walk in, they feel immediately relaxed, oftentimes asking when the massage will start. 

You don't need to have a candle, but your office must have a signature item that disarms your prospects and changes their mindset.   Your office MUST prime your prospects to say YES.   And the candle, plus the 7 other subliminal things I do in our office do just that.  

Secret #4 : The Perfect Icebreaker

You must have a script so you know exactly what to say in the first 15 minutes of the meeting to uncover your prospects' family background, history and most important values.

Before I created my script, I would sometimes make small talk for several minutes before even talking about the reason the prospects were there to see me.  All this did was waste their time (and mine), but I didn't know what else to do.  I was nervous and didn't know what to say, so I found myself chattering on without purpose.   No good.

Now, I start each meeting with a perfectly scripted introduction of myself and the firm and, then, use the perfect ice breaker to get them to open up about themselves.

Within 15 minutes, they know exactly why they should hire my firm, and I know the most critical foundational information about my prospects that I need to help them make the best planning decisions...all because of my powerful script!

Secret #5: Lead Them Down The Path To "Yes"

After you use the perfect icebreaker script, spend the next 30 minutes walking the clients down a short pathway that has only one natural answer and that's YES!

During these 30 minutes, I use a system to educate my prospects about the law and the effect of the law on their family.   But, here's another secret - it's NOT enough just to tell your prospects what will happen if they don't plan with you.  

People buy based emotion and justify their decision with logic.

You need to educate your prospect about why it's logical for them to plan AND ensure they FEEL how important it is to plan ... and why they MUST plan with you.

I have developed a very specific technique that ensures my prospects internalize what they've learned and understand at an emotional level why they must not leave my office without planning with me right away.

This is NOT something you are going to tell your prospects.   You are going to use a technique that compels your prospects to TELL YOU why they must plan.   This is a powerful technique and, if used in the wrong way, it can backfire.

Secret #6: Let Your Prospects Choose Their Own Fee

Quoting the fee can be one of the most stressful parts of the initial consultation, IF you don't have a system for doing it.

I spent a painful year experimenting with different fee schedules and different fee quoting systems before stumbling upon the system I developed that allows my prospects to choose their own fee.

I remember the first time I shared my new fee schedule with one of my valued referral sources.   He asked if he could take it with him, and he shared it with one of his clients, who immediately called me up, scheduled an appointment and engaged me for a plan that was $2,000 more than I would have charged before

I had a 100% ROI the very first time I used that fee schedule!  I knew that all my pain was over and that I had found exactly what I had been looking for - a system for explaining my fees that made sense to the clients and to my referral sources and that allowed me to get paid for things I had been giving away before!

And the best part about the fee schedule is that it's been super easy to raise my fees as I've gotten busier without throwing a wrench in my system.   My MINIMUM fee is now $4,000 using the exact same structure and fee schedule as when I had a minimum $2,000 fee.  

It's so easy to adapt to any fee structure! It's so good that one of the most well-known marketing consultants in our profession, who charges several thousand dollars per MONTH to his clients, has advised his clients to implement this system.

Secret #7: Get The Dinero

After the client selects their planning level, you quote the fee and your new client gives you the signed engagement letter, payment (for at least $2,000 more than you currently are charging, I might add) and you schedule the signing appointment all before you client leaves your office!  I remember I used to go into client meetings without an engagement letter or any way to collect payment.

Now, I start each meeting prepared with a System that contains everything I need to collect payment before my new clients leave the office

So there is my seven-step system for success.  This may sound like a lot of work, but it is very, very easy once you know how.  The best part is that you can literally double the amount of money you earn each month without doubling the amount of clients you see.

My System reveals how you can easily and quickly double your engagement rate AND double your fees!

You are going to get an extraordinary, practical System because I actively live what I teach and practice what I preach.   There are too many experts, authors, and speakers who only give you theory, untested ideas, or don't reveal (don't know?) the real secrets of making money in estate planning.  I am NOT one of them.

I HAVE SEEN AND INVESTED IN A LOT OF BOOKS, TAPES, COURSES...BUT I HAVE NEVER SEEN ANYTHING AS COMPLETE AND VALUABLE FOR ESTATE PLANNERS AS THE CLIENT ENGAGEMENT SYSTEM I AM
OFFERING TO YOU NOW...

So how would someone learn how to do all of the things you've read so far? There are ONLY two options to learning this system.  And of course there are pros and cons of each.

Option #1: One way to learn it all is through trial and error.  It's an option that many have chosen (including me!) and unfortunately can result in the loss of a great deal of income, not to mention your whole practice if you don't get it right fast enough.

Through trial and error, you'll definitely learn what is necessary to succeed, but it'll cost you easily in excess of $100,000

"ONE HUNDRED THOUSAND DOLLARS???" you ask.

Think of all the folks who've come into your office and left without writing me a check or saying "yes."  If you add them together, that's way more than $100,000.

 In fact, if you don't currently have a system in place and are using trial and error to generate new PAYING clients, you could be losing as much as $10,000 a week!

So would you rather have the satisfaction of creating your own system, or would you rather make that extra $10,000 a week?  EXACTLY!

Option #2.  Use an already proven, guaranteed system to generate the paying clients, closing ratio, and increased fees you've read about so far.  A system that works for anyone that uses it.  Of course, there's the investment of time and money, so don't think the rosy picture is that you simply buy the system and wads of cash start flying out of your printer.  You've still got to implement it.

What is your time worth?  A few hours to implement a new system...  or weeks watching tens of thousands of dollars walking out your door?

I have assembled a program like no other.  This is actually a complete PROGRAM ...real secrets you can take and use in your practice.

The System is "The Double Your Money With Half the Effort Client Engagement System" (CES for short).  Here's what you'll get:

  1. The complete intake scripts and tracking sheets you'll hand off to the person making your appointments so you can ensure that just about everyone who calls your office will come in to meet with you, and you will eliminate cancellations!  Sometimes, people call your office but aren't certain what they want or whether or not they need to make an appointment.  Your appointment-setting assistant can use this script that will almost guarantee they'll make an appointment.  The script is so easy to use, you can simply hand it to your assistant, tell them to start using it, and they can begin immediately. 
     
  2. The complete prospective client pre-meeting package that you'll send to everyone who makes an appointment that virtually guarantees you'll get a completed planning worksheet back prior to your meeting, and your prospects will show up ready to do business with you.
     
  3. Clear, step-by-step instructions for either you or your assistant that makes assembling the package and getting it in the mail a breeze.   And, with our system, we customize all the pieces for you, so all you have to do is print and mail.  (You do not need to do a thing!)
     
  4. Complete scripts (to be used by yourself or your client services director) to make sure the packages are returned and that prospective clients keep their appointments and are ready to engage. 
     
  5. All of the contents of my Estate Planning Lawyer's meeting folder, which is automatically prepared for me ahead of every meeting so you have all the tools you need to convey immense value to the client, help the client choose their fee, and get a signed engagement letter and payment the first time the client visits your office!  And you never miss a thing.
     
  6. Complete scripts of what to say during the 45 minutes leading up to the "Yes" and the comprehensive design of the plan.
     
  7. My proprietary fee schedule and the fee quoting system I designed to go along with it that will transform the most difficult part of your meetings into the part you love most.
     
  8. Companion audio CD so you can listen and learn in your car! You can learn the script by listening to it while your driving back and forth from your office, while you're at the gym, anywhere at all.
     
  9. Interactive DVD to watch an actual initial client experience including the 45-minute conversation, fee quote and even the plan design.   See exactly how all of this comes together into a powerhouse presentation

Once you receive your system you'll be able to double your income, work less, and feel better about yourself and your practice because you're going to be helping more people, and you can have more time to do what you want to with your life! Best of all, you're going to realize the freedom of working for yourself again.  When you first opened your practice, you envisioned long weekends, more time enjoying the things you wanted to do, and more reliable (and certainly more) pay. 

By now, you're probably saying, "This sounds great, Alexis.  How much?"

You Get 10X Your Money's Worth!

Even if you were able to get all the systems in place using trial and error, you'd still probably pay over $100,000 in lost revenue alone.  With the CES System, 97% of the hard work has been done for you!

Truthfully, the system should cost at least $5,000 (and probably will in a few months due to high demand). 

However, I have big savings for you!

Since you took the time to read this report, if you order before , your investment in the Client Engagement System, is just $2,500 or three payments of $897, one immediately and two spread out 30 days apart. (After this the price will increase by $500)

But Wait… Order By And Get $1,900 In FREE Bonuses!

As if the incredible amount of information you're receiving so far isn't enough, there are some additional supplements that will dramatically enhance the quality and quantity of clients you receive each month. 

  1. You'll receive my entire plan design system - This system guides you through the design of an ideal customized plan for your prospective clients.  Your clients will not only feel great about their decision to work with your firm but will easily pay you an additional $2,000 more than you're already charging!  And they will feel totally in control of the whole process and understand how and why they are making the decisions they choose to make.
     
  2. You'll receive the graphics and explanations I used during the design process to help clients make quick decisions without additional effort on my part - Don't reinvent the wheel or try to learn anything new.  You don't even take on any additional overhead with this.  Forget learning any new legal technical strategies, too!
     
  3. Finally, you'll receive my super simple plan design sheets - These allow you to design any plan, capture all the critical information that you need to implement the plan with efficiency, and capture it all in less than 30 minutes, all while really educating the prospective clients about their choices and customizing a plan that is truly designed by the clients' goals, objectives, and values.
     
  4. And you'll receive two more FREE bonuses:

The photos and specific details of my office that psychologically prime my prospects to not only say yes but also complete the design of their plan within 2 hours or less!

The 11 power statements I use in every initial consultation that almost guarantee the client will say "yes" every time

You get all of these bonuses for FREE, when you order the Client Engagement System by .

My Amazing DOUBLE GUARANTEE

Guarantee #1: Get your Double Your Revenue and Work Half as Much Client Engagement System and put it to work for the next 90 days.  If it doesn't do everything you thought it would, if your business doesn't improve, if you life doesn't get better, if you don't absolutely LOVE it, simply send it back for a full, no-hassle, no-questions-asked refund.

Guarantee #2: If you decide to keep the System past 90 days, I'll ride with you for another 9 months.  If, at the end of ONE FULL YEAR, you can look me in the eye via email and honestly tell me that you used my system and didn't make at least an extra $60,000 you wouldn't have made otherwise, I will still refund 100% of your purchase price.

You have NO RISK, NOTHING TO LOSE, and everything to gain.  Unless you are engaging all the clients you want and making all the money you desire, then TAKE ACTION NOW and order your personal copy of the Client Engagement System.

There Are 2 Ways to Order Your
"Double Your Revenue and Work Half
as Much Client Engagement System":

1.  For the absolute fastest service, order online via our secure server.

2.  For fast service call 866-999-3974 and mention that you're calling to order the Client Engagement System, and leave your name, number, and pertinent credit card information and your System will be sent as soon as your card is processed. 

Don't allow one more client to walk out the door without saying "Yes" to you! Order your Client Engagement System TODAY!

To your wealth, health and happiness,

Alexis Martin Neely

PS -  Remember that you get my complete Client Engagement System, backed by my amazing NO RISK guarantee at a substantial discount, along with all the bonuses but only if you order by .  Take action now. 

PS #2 - Don't let this opportunity pass you by! Most serious attorneys spend 2-3 times the cost of this program in coaching and consulting alone per month and still won't see half the growth they'll experience using these cutting edge principles! Prove it to yourself and ORDER NOW!

What Others Lawyers Have To Say...
 

I received the materials for the Client Engagement System several weeks ago.   I have reviewed all of the information and I was impressed with how you had set up the interview and the strategic questions.   With this being said, though I liked the materials, I was skeptical on the use of the materials for my practice.

Yesterday I had an appointment with a small business owner with 5 children.   Before the meeting I determined that I would use your system to see how it worked.   Honestly, I was nervous, because your approach is so different than mine.

At the end of the appointment I closed the deal and the client engaged me, not only to do his trust work but also to do some additional work.   He engaged us to do $9,500 worth of work, for what I normally would have received $4,000.

I just want to thank you.

-- Kent M.  Brown, Salt Lake City, Utah

Hi Even though I haven't implemented but 10% of your ideas and system, on one Saturday
I had 3 appointments I closed all 3 and tripled the amount of revenue I normally would have made.  Thank you so much for giving me the confidence and the system and I can't wait to implement
all of your system.

-- Gerald Kane, Encino, CA


I basically used just the intake form sample which I received an hour prior to a meeting with a prospective new client, a 90-year old widow.   Elderly clients usually tire easily so consultations need to be less time consuming that with younger clients.   I used the intake form as the basis of my interview along with many of the phrases from the materials on the CD for the Client sample interview.   At the end of the hour the woman hired me to re-write her entire estate plan, arrange for the sale of her condo and her move into an assisted living facility and wrote me a check for $10,000.00 without any questions or discussions.   Since then I have used Alexis' family centered approach selling value rather than product and found prospective clients much less resistant to hiring me. 

-- Susan King
Boca Raton, FL


I've been reading through your materials and listening to these calls and last week I had a meeting with a new client and I must admit that I was kind of cramming at the last minute.  I had read the 11 Things You Should Say to Every Client and I had pretty much read all of your other materials.  Probably the worst mistake I ever made in my life was taking a golf lesson immediately before going out and playing a game.  It was the first game of golf in my life and so I had that same fear, so I just kind of read it through and said, "Look I am not going to try and remember every point.  I am just going to sort of try and have them in the back of my mind." I was able to bring out some of those points, and I must say it was probably the single most successful meeting I've ever had with clients.  At the end of the meeting they were saying things like, "We really loved filling out the Estate Planning questionnaire.", "We are really thankful that you have taken us through this process.", "This is the best thing we've ever done." I have to tell you I've been doing this for thirty years and I've never had anyone say that.  So I am very optimistic about what you are teaching us here.  I find it extremely valuable.

-- Steve O'Neill
Providence, RI

The Monday meeting went well.   I did use a lot of the script (tweaked slightly for my style), and we followed the order in your agenda.   When I asked the couple whether we should "get started," the wife's answer was "I don't see why not."  Perfect.   They left a check before leaving my office.   

I also listened to the CD for the first time today as I headed down to a meeting in Monterey.   The Sacramento legal market and my "levels of planning" are a bit different than yours, but many of the concepts are translating well.   I have learned a lot from you so far.   

-- Brian D.  Wyatt, Law Offices of Brian D.  Wyatt, Sacramento, CA


I have been doing this for 27 years.   I wish that I had something like this when I was starting out.   I would have made a lot more money and probably would have had clients that were more satisfied.   My partner, a criminal lawyer, has listened to the marketing CD's (4 of them) and also thinks that they have given him a lot of new ideas.  

-- Don Fraser, Marysville, OH


I had the opportunity to try out the techniques in her script, this past Friday.   And it worked like a charm!!  ...this is top-notch (in my
opinion)!!!

--Joe Dadich, Dadich and Associates, PLLC, Royal Oak, Michigan