Get comfortable — no high-pressure sales tactics here

I remember a phone call I had with a company who sells software to law firms. Their product seemed like something that might be helpful, and I was interested to learn more. I spent an hour on the phone with this guy and things looked good — until the salesman ruined it.

In the last 5 minutes he got really pushy. I told him to give us a couple weeks to think about how this would fit with our firm and then check back with us. But he wouldn’t let it go. I’m sure he was following some sales training tactics he had been taught. Those tactics completely backfired.

I don’t want to be pushed into something I’m not sure about. I like to have time to think things over before I spend money. And I think most everybody feels that same way.

Nobody wants to be pressured into buying something they don’t really want or need.

And that’s one thing you’ll find about Edwards Group if you get to know us — I’m not a very “good” salesman. And I don’t want to be.

Why?

Because I don’t really want to sell you anything. What I want to do is educate you about the ways we can help your family.

We do things a little differently around here. Not everyone is a good fit to work with our firm. That’s why we focus so much of our attention and effort on making sure you’re educated about your options and the way things work before any payment is ever exchanged.

Because I’m not a good salesman, you don’t have to worry about being put in an uncomfortable situation or being coerced into agreeing to something that isn’t a good fit for your family.

Because I’m not a good salesman, you can be sure that if you decide to work with us, we’ll form a great team who can work together to protect your family.

And because of that, you don’t have to worry about wasting your hard-earned money on a plan that doesn’t fit your family or was designed with another family in mind. Each of our plans are designed in collaboration with you, with the unique needs of your family as the guiding force in the process.

We understand that meeting with a lawyer can be intimidating. That’s another part of the reason we’ve designed our process the way we have. We don’t mind if you take a little time to get to know us first.

Our free, no pressure workshops are a great way to learn more about the planning needs your family may have. They are also a great way to get to know our firm better. If, after attending a workshop, you would like to take the next step, you will receive $200 off your initial meeting fee.

Not ready to talk to a person yet? We have put a lot of our time into developing a website that contains helpful information about all aspects of planning. You’ll find hundreds of articles about estate planning, trusts, Veterans benefits, Medicaid and Medicare on our website. Feel free to use the search button to quickly get to what you need.

No matter what, I hope that you will take the time to learn about ways to protect your family and your assets. The other side of our practice involves helping people who didn’t plan properly clean up the mess that’s left behind. My sincere desire would be for every family to have effective planning strategies in place and for no family to have to experience the effects of bad planning. Take a step in the right direction today by attending a workshop, giving us a call, or signing up for our weekly email newsletter.