Stop Losing Business Owner Clients
Start Winning Their Trust Before You Meet
High value business owners aren't
Googling 'estate planning attorney near me.'
This guide shows you how to start conversations
before they start shopping attorneys.
Get Your Free Copy
Stop
Sounding Like Everyone Else
Why "portfolio talk" triggers instant rejection from business owners
Start Conversations That Close
The 30-minute diagnostic that replaces the discovery calls prospects run from
Command Specialist Fees
Position yourself as the expert before you even meet
The Problem
You're invisible to the clients who need you most.
Right now, business owners worth millions are taking terrible advice from their CPA, their golf buddy, or ChatGPT, and assuming estate planning can wait.
Meanwhile, the attorney down the street will lands these clients. Not because they're better. Because they showed up while you were waiting for a referral.
The difference isn't credentials. It's connection.
What's Inside
Why 'portfolio talk' kills deals before you sit down, and what to say instead
The Buy-Sell Trojan Horse that opens doors months before they think they need you
How to turn CPAs into referral machines instead of gatekeepers
Workshops that fill rooms with business owners, not retirees who already planned everything
The 30-minute diagnostic that replaces discovery calls prospects run from
Why your biggest competitor isn't other attorneys, it's the "simple will" delusion
Who This is For
This guide is for estate planning attorneys who:
Are great at the work but invisible to the clients who need them most
Have watched less qualified attorneys win clients they should have landed
Are done waiting for referrals that never come
Want to be the specialist business owners call first, not the backup they price-shop
This isn't for attorneys who want to serve everyone.
It's for those ready to become indispensable to someone specific.
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About The Author
Stuart Bell has spent 15 years helping service professionals turn what they know into books that start conversations and land clients. Over 1,200 of them, across every industry you can name.
He's not a writer. He builds systems that help experts say what matters, structure it simply, and get it in front of the right people.
This guide exists because great estate attorneys keep losing business owner clients to whoever shows up first. This book gives you repeatable ways to be that person.
No fluff. No filler. Just a clear message that moves people to action.
Someone Will Land Your Next Client.
Make Sure It's You.
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