The Paramount

Blog | Client Care Academy

The Paramount

Relationships are paramount in business, service, and marketing. Estate planning may feel like it is in its own little niche, but in reality, it is in the professional services industry and cannot escape this trend. Building relationships with clients equates personalization, and this personalization is what ultimately leads to better referral sources and more consistent revenue

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Competition? Who?

It is a basic principle of business and marketing to first know your competition in order to know how to market yourself. An example of this can be found when you are building out your website. When considering SEO, otherwise known as Search Engine Optimization, it is typically a healthy practice to begin by looking

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What’s Your Why?

Why did you become an attorney? Why were you drawn to the legal profession? You have probably been asked questions like these or similar ones when you had to create a bio for your website or for other sites. You probably reflect and give a meaningful answer that ultimately ties back to helping people. Most

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The Family Meeting: An Essential Part of the Estate Planning Process

An Essential Part of the Estate Planning Process – A look at how the family meeting plays a part in the traditional estate planning process and the new paradigm in estate planning, the client care program, published in The WealthCounsel Quarterly. An estate plan will more likely accomplish a client’s goals if the client is

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