2010 Tax Act, Networking, Attracting Clients, Client Communications, Social Media,
This year’s survey had a broader focus, inviting participation from all professionals involved in estate planning and wealth management. More importantly, the survey probed into the mindset of clients as...
Wills, Wills and Trusts, Marketing Planning, Social Media, Marketing 101, Estate Planning and Probate,
This has been a dynamic year for estate planners, and the 7th Annual Industry Trends Survey illustrates the areas with challenges for this vital industry. The survey addresses changes from...
Estate Planning, Practice Development, Practice Marketing, Social Media for Attorneys, Social Media,
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Estate Planning, Social Media, Referrals, Client Relationships, Success Strategies,
By: Shara Kamal, Esq.While no transition is easy, it is necessary with appropriate timing and guidance and it can be the best business decision that you make. Here are several...
Social Media, Twitter, Social Media for Attorneys, Digital Marketing,
With 236 million active users, Twitter is becoming a crowded place. Even if you’re receiving a small fraction of the 500 million tweets that occur every day, it’s easy to...