The Estate Planner's Practice Development Podcast

The Estate Planner's Practice Development Podcast


Multi-Media for Leveraging Time

December 21, 2017

Do you ever have clients asking the same questions over and over again? Do they want their information directly from and immediately rather than waiting or having a team member assist them? Perhaps they just don’t have time to make a call or want to ask a question in the middle of the night and need easy to digest information on their own time. Media offers a variety of options for how to leverage your time and that of your staff while fulfilling client needs. Tune in to hear how Craig and Patrick use multi-media to create new opportunities.