Maximum Lawyer cover image

Insights on Growth, Marketing, and Client Service in Estate Planning with Paul Yokabitus

Maximum Lawyer

00:00

Navigating Growth in Law and Financial Planning

This chapter explores the evolution of a law firm as it integrates a financial planning practice, reflecting on growth and the importance of client relationships amidst changing aspirations. Speakers discuss the balance between pursuing lucrative opportunities and maintaining quality of life, as well as the launch of the Elite Planner initiative aimed at providing valuable coaching. The conversation highlights the necessity of adaptability in the legal sector, particularly in response to technological advancements and the evolving role of customer service.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app