AGENDA

Thank you for registering for The Empowered Team Consultation Advantage with Steve Riley and Patti Paz. This workshop was created to help free up the Attorney and create a process that teaches non-attorneys to do the initial client intake process. This process empowers and encourages team members to be confident in handling the initial meetings.

Steve Riley and Patti Paz discussed:

  • Three common objections
  • The prospect pipeline
  • Your current intake process
  • The 5 P’s
  • The top 10 mistakes

In order to have a successful implementation strategy, you want to create and follow the six-step process which includes scoring your current results, drawing out your initial consultation process, disclosing what you charge and how you charge, and finding ways to build happy clients.

If you would like to move forward with one-on-one coaching or one of our empowered team packages, you can email Denise Gamez directly at deniseg@atticusadvantage.com or visit our website here for full workshop package details: https://atticusadvantage.com/what-we-do/the-empowered-team-consultation-advantage

WEBINAR PRESENTERS

Steve Riley

Shareholder / Certified Practice Advisor & Attorney

Steve Riley has coached attorneys for more than 20 years. His one-on-one coaching focuses on a limited number of top producing attorneys committed to taking their practices to new levels of excellence, profit, and personal success. He also presents at group coaching workshops around the country for individual law firms, state bar associations, and other legal organizations.

Patti Paz

Adjunct Practice Advisor, Paralegal and Certified Team Leader

Patti is the Team Leader and Paralegal for Idaho Estate Planning, an estate planning and elder law firm in Eagle Idaho. Patti was instrumental in the creation of the firm and continues to oversee the ongoing growth and success of the firm using Atticus principles to do so. In 2017, Patti received the 2017 Atticus Game Changer Award for innovation.