Growth Hacks

Each lesson in growth hacks is a guide to show what the most successful firms are already doing. Estate Planning is not just a service you pull off the shelf once in awhile; it is the bedrock of the client relationship. Every beneficiary designation is estate planning, every marriage, divorce, child born, state moved, and many other events. Allow Estate Planning to put your firm into superdrive when it comes to uncovering assets, getting referrals, and building deeper relationships than ever before.