This may be the simplest, but most effective marketing tool you ever create.
Five insights to identify the best marketing strategies
Warn clients against using intestacy laws as a substitute for a will
Since leaving my law practice to join Gresham Partners, like many advisors, I am often asked for referrals to estate planning attorneys and for assistance in evaluating them. This is a fairly complicated request and there are many variables to...
This is part two of a two-part post on how talent influences practice growth, efficiency and success.
