You Complete Me: Client Maintenance Programs (Basic)

04 Oct 2017
11:30 am - 12:30 pm

You Complete Me: Client Maintenance Programs (Basic)

Maintenance programs are not just for estate plans. You have revenue in your closed file cabinet! All of the plans you have drafted over the years could be added to a firm maintenance program and potentially double your annual revenue. You will leave this session with a plan to establish maintenance programs.