SAVeT. Funding is Dead.

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SAVeT. Funding is Dead.

For those of you who have already completed our Foundations WorkshopTMand those who have yet to take the leap and join Client Care Academy, we wanted to take a minute to address “funding”, or as we call it in our firm, asset alignment. We have found this to be the greatest challenge for firms once

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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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