Trusts & Estates
Rainmaking 101: Cross-Selling
In cross-selling you educate your present and past clientele about your range of services, with the hope that they will want to use more of what you have to offer. This includes clients who might need advanced services in the same practice area you’ve served them in the past and clients who could be served by another practice area altogether.
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2021 Tax Cheat Sheets for Clients and Prospects
Download our free tax filing cheat sheets to give to your clients and prospects.Learn More
2020 Estate Planning Awareness Week - Free Marketing Package
This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.Learn More