Marketing

read
Marketing

Contact Management Software and Client Development

The importance of maintaining an up-to-date database should not be underestimated. Most of your new business will be referrals from the people whose names are in this file. Treasure and cultivate this cache of information – your practice depends on it.

To learn more about contact management software and to access the article, please fill out the form below.


Complete the form to get your free guide

Related Resources

Tax cheat sheet lp
read
Trusts & Estates

2021 Tax Cheat Sheets for Clients and Prospects

Download our free tax filing cheat sheets to give to your clients and prospects.

Learn More
read
Trusts & Estates

2020 Tax Cheat Sheet for Clients

Download our free tax filing cheat sheet to give to your clients.

Learn More
Quarterly thumbnailsmaller
read
Trusts & Estates

Six Considerations for Serving Women Estate Planning Clients

Download our free thought paper on serving female clients.

Learn More

Get the Premier Magazine for Industry Thought Leaders