Ep. 63 Seven Steps To Run A High‑Closing Medicaid Meeting

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We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From appreciation to a confident close, we show how to ask, verify, and present value with precision.

• leading with gratitude to set tone
• letting clients talk to build trust
• drilling down on status of care, assets, income
• summarizing facts and confirming in writing
• setting fee ranges tied to value protected
• analyzing and explaining the Medicaid plan
• using whiteboards and checklists to simplify
• closing on net savings after fees
• Miller Trust tips for income cap states
• using a free intake toolbox to streamline

Email [e-mail] and tell her you want the initial meeting toolbox that Todd talked about

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