Trusts & Estates
Are You Tripping Over Dollars to Make Pennies in Your Elder Law Practice?
Perhaps you’ve had a good year, but not a great year. You may have experienced one or more of the following: Gross revenue is up, but net profits are down. You have had more clients hire you this year, but your overall revenue is down. You’ve had more initial consultations, but fewer clients have hired you. You are out meeting referral sources, but getting very few referrals. Many of us experience one or more of these challenges in our elder law practice. The good news is there are ways to overcome these challenges by making some small adjustments to our way of thinking, and in some instances, our internal procedures.
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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