Is the Chaos at Your Estate Planning Firm Caused by Bad People… or Bad Processes, Systems and Policies?

By WealthCounsel Education Staff on Nov 17, 2016 1:08:08 PM

Clients come to your estate planning firm craving guidance and clarity. They want to protect their legacies, put their affairs in logical order and ensure their beneficiaries’ future. In other words, they depend on you to restore their sense of stability. 

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