The Estate Planner's Practice Development Podcast

The Estate Planner's Practice Development Podcast


What Makes an A+ Client?

December 21, 2017

Finding your perfect client can be challenging.  Push-back and resistance almost seem like part of the job when you’re accepting all business that walks in your door. Craig Hersch and Patrick Carlson discuss their take on how to deal with difficult clients by transforming them into A+ clients and how to get clients that are more than pleased with your services and systems into your conference rooms.