Episode 8: Weeding Out D and F Clients

Episode 8: Weeding Out D and F Clients

The Freedom Practice Podcast
Episode 8: Weeding Out D and F Clients
Loading
/

Many estate planning attorneys have dealt with frustrating clients. Some clients can just be more difficult to work with than others, for multitudes of different reasons. In this podcast, we discuss how to detect and avoid those “D” and “F” clients, and the steps your practice can take to make sure you sign people that will value you and your services.

Get the latest news

Get craig's exclusive tips

Receive more content crafted
 by estate planners, for estate planners.

This website uses cookies to ensure you get the best experience on our website.