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Paul Yokabitus

Founder of multiple successful businesses, including Cary Estate Planning, a highly successful estate planning firm in Cary, North Carolina. Expert in legal and financial planning, known for his high energy and focus on client service and strategic growth.

Best podcasts with Paul Yokabitus

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Nov 19, 2024 • 48min

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

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.