PX Preview IV: Leveraging YOU! – FULL Webinar Recording
- How much time do you take to review drafts with clients? We’ll teach you to halve it or better!
- How much time does your team take to figure out progress on a given file? Know it instantaneously!
- Learn how to write a whitepaper, blog or article for your clients in just a few minutes – gaining extra revenue with a fraction of the work it usually takes!
This is all accomplished with FREE or LOW-COST Technology that we will demonstrate during this presentation.
Unlock the power of technology to take your estate planning practice to the next level!
Discover the many ways free and low cost technology, including AI can enhance your productivity and efficiency without breaking the bank.
Learn how you can leverage technology to save time on both new and repetitive tasks in ways that your clients will find valuable.