Success Strategies, Referrals, Client Maintenance, Client Communications, Client Development Tools,
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...
Marketing 101, Client Development Tools, Success Strategies,
By: Brenda Geiger, Managing Attorney, Geiger Law Office, P.C.There are many ways that an estate planning professional can stand out in the crowd. However, there are few ways to better...
Client Relationships, Success Strategies, Client Development Tools,
The interview in all its many forms is a very powerful strategic conversation. Adopt this tradition in your office and begin booking clients for interviews right away. You’ll be pleasantly...
Email Marketing, Email, Client Communications, Client Development Tools,
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...
Physician Planning, Estate Planning, Asset Protection, Client Development Tools,
Many professionals target doctors as the ideal client because of their high incomes, which they maintain even during tough economic times. Doctors pay their bills. Doctors are subject to liability...