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