An exclusive, Two-Day live event designed for boutique estate planning firms looking to unlock their practice’s full potential. Takeaways include strategies designed to systemize your office workflow, identify and target A+ clients, and gain freedoms allowing you to work solely within your unique ability while helping your team achieve greater accountability, productivity and efficiency. Your eyes will be opened to the many opportunities found in today’s experience economy. You’ll bring home dozens of strategies you can implement easily and right away that will distinguish your firm in your community.
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by estate planners, for estate planners.