Reimagine Your Firm’s Client Care - Creating a Client Engagement Strategy to Increase Revenue and Build Equity in Your Firm

Is your estate planning practice truly Client-Centered? During this session we will dive into the entire lifecycle of a client in your estate planning practice. Whether you currently have a formal client maintenance program or an informal system for staying in touch with clients, this session is for you. We will help you evaluate your current client experience, identify revenue opportunities, and opportunities to enhance the client experience.