Get More Clients with LEAP Leads
Thursday, July 24, 2025, 1:00 PM - 2:00 PM
Presenters: Yvonne Eckert, JD, Sy Justin Sommer, JD, and Ari Bulmash, JD
WHAT WE’LL COVER
Join us for a special 30-minute WealthCounsel webinar highlighting LEAP Leads, an exciting new offering now available within LEAP.
LEAP Leads is an innovative tool designed to connect your firm with a steady stream of potential high-value clients, helping you grow your business—without additional marketing costs! This webinar will demonstrate how LEAP Leads streamlines your client acquisition process by providing prequalified and relevant prospects directly within the LEAP platform.
During this session, we'll cover the following:
- Accessing and configuring LEAP Leads within the LEAP platform
- Understanding how a potential client becomes a lead
- The process of reviewing, qualifying, and claiming relevant leads
- Securely conversing with potential clients via LEAP Leads' integrated messaging platform
- Efficiently converting a lead into a matter
Discover how LEAP Leads can help you get more clients and build your practice efficiently. For more information about LEAP Leads or upgrading your membership, contact membershipadvisors@wealthcounsel.com.
This webinar is for WealthCounsel members only. If you are interested in talking with a Membership Advisor about using WealthCounsel and LEAP together, email membershipadvisors@wealthcounsel.com.
Registrants will have access to materials and recordings until Saturday, July 31, 2027.
For additional program information or any questions or concerns, please contact Member Services at memberservices@wealthcounsel.com or (888) 659-4069, ext. 818.