We all recognize the value of referral sources and the role they play in helping to advance an estate planning professional’s legal marketing efforts ad business. All referral sources, however, are not created equal. While one may readily refer, another may be detached or disengaged. If you’ve invested the time and energy in building your network but are less than satisfied with the results, here are some practical steps you can take to improve your referral quotient.

When it comes to taxes I’m a simple guy with pretty straightforward filing needs. When a tax question does arise, I follow the old motto: “If you don’t know your jewels, know your jeweler.” That’s when I turn to a CPA or other trusted tax professional.

Socrates, the classical Greek philosopher, would have made a great marketing man. Like any successful marketer, he understood that before you look across the horizon with your world-shaking plans, look within.