Your staff hears it from prospective clients more times than you’d like to admit: Why should we pay that much for someone to draft a will when we can go online and get it for free? We can talk with an attorney at an 800-number any time of day that’s convenient for us and we don’t have to wait for an appointment or travel to your office.
That’s every estate planning attorney’s challenge, whether they want to admit it or not. Except for those who have embarked on a new paradigm of practice: the client care program.
Interested? Visit www.clientcareacademy.com to learn how your firm can become the trusted advisor, build recurring revenue and serve your clients better.