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This podcast is dedicated to providing the key ingredients to transform your employees into a dream team that creates consistent results in every aspect of the business including; team empowerment, leadership, business development, communication hiring, and firing. 

As some of the country’s leading staffing & management consultants, we help business owners (Entrepreneurs) and the team that support them (Intrapreneurs) to powerfully connect and work together to grow the business, together.

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  2. 29: Delegating the Design and Signing Meetings to your Non-Attorney Team Member

29: Delegating the Design and Signing Meetings to your Non-Attorney Team Member

Nov 14, 2019

Brief Episode Description

Learn how to give up control of the Design and Sign Client meetings with confidence and trust!

Attorney Matt Deliberato and Paralegal Karen Robinson of The Deliberato Law Center in Cleveland, OH talk about feeling the fear and letting go of the mindset of “it requires an attorney” or “MY clients will leave me if they cant meet with the guru!”

What you will learn in this episode:

  • Setting clients' expectations around constant, immediate access to the attorney
  • How to set the expectations with your PNC and existing clients on the team-centric approach to their planning
  • How to delegate the design, sign & medicaid meetings to your team with full faith & confidence
  • How having your team lead client meetings automatically enrolls clients into an annual maintenance program

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