

Insights on Growth, Marketing, and Client Service in Estate Planning with Paul Yokabitus
Nov 19, 2024
Paul Yokabitus, founder of Cary Estate Planning, is a legal and financial planning expert known for his dynamic approach to client service. In this discussion, he shares insights on navigating risks in law firm operations and the importance of intentional daily agendas. They delve into the critical role of exceptional client service in a tech-driven landscape, where attorneys must balance innovation with personal touch. Yokabitus also emphasizes the value of adaptability and team diversity for sustained success in the evolving estate planning market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Navigating Growth in Law and Financial Planning
02:24 • 17min
Balancing Talent: The A, B, and C Players in Law Firms
19:33 • 2min
Navigating Employee Potential and Resilience
21:57 • 11min
Strategic Expansion: Navigating Client Accessibility in Estate Planning
33:14 • 4min
Branding Strategies and the Shift Beyond Digital Marketing
37:40 • 2min
Navigating Changes in Estate Planning Law Firms
39:19 • 7min
Navigating Criticism on the Path to Success
46:20 • 2min