Lunch & Learn
Using Technology to Enhance the Client Experience
Brought to you by The Freedom Practice™
We live in a digital world where clients assume that you create an expert estate plan with the simple push of a button. They want to pay for a commodity, yet, at the same time, value a relationship and want the time and expertise of a top-notch professional. How do you reconcile these ideas, enhance the client experience and get paid handsomely for your wisdom?
Join National Practice Development Expert Craig R. Hersch as he delves into how to use today’s technology to attract A+ clients and provide them a uniquely positive client experience that they can’t find anywhere else at any price, while at the same time leverage your time and that of your staff. Discover the important tools and information necessary to provide a meaningful educational experience in an age of technological innovation.