Business Planning: The Business Case for BusinessDocx™: Helping WealthCounsel Members Grow Business Planning Practices
We are excited about BusinessDocx because we think that business planning is closely linked to your existing estate planning practice and we are convinced that it can be a significant profit center for your practice. Growing your business planning practice can help insulate it from the fluctuations caused by the ebb and flow of estate tax conversations in Washington. You’ll also be better equipped to meet the business needs of your clients and increase the value you provide them. You will also be a more attractive referral destination for CPAs, other attorneys, and insurance professionals, all adding to your firm’s bottom line.
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