To run a successful estate planning practice, you need to get clients, be efficient, and deliver high-quality services. Our experts share how to turn presentations and referral sources into new business. Adjust your hiring process to screen excellent candidates, and train staff to deliver the best customer experience for clients. Improve your efficiency and minimize errors with delegation, office procedures, and drafting software. Earn a profit and be financially secure in your practice.
Watch So That You Can:
- Convert clients into referral sources
- Draft better documents faster
- Hire the best staff
- Improve how you run client meetings
- Use technology to get more business
- Justify your fees to clients