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How to Market Your Business Planning Practice 

Tuesday, January 27, 2015 | 1:00 - 2:00 pm ET

Course Format: Virtual
Presenter: Thomas Fafinski, Esq.

Topics include:

  • Wholesale (B2B)
    • CPAs
    • Financial Advisors
  • Retail (B2C)
    • Entrepreneurs
    • Cross-Selling to Estate Planning Clients with FOMO Businesses
  • Compare/contrast marketing an estate planning practice
  • Importance of repeated contact and consistent messaging

Prerequisites: None
Advance Preparation: None

Please fill out this form to register.

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Bruce Iden, Member since 2008
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