Archive for November 2016
Your book is at risk – and it’s not why you think!
If you think your book is at risk because of robo advisors or millennials – think again. The greatest risk to your practice comes from losing the widows and divorcees of your existing couples clients. The facts are unavoidable – male boomers are starting to die and their widows will outlive their spouses by an…
Read MoreProspecting — connect with people
Connecting with people means having an interest in what interests them Once you have identified the group you are comfortable working with, you can start to connect with one or two of them. Whether you chose to pursue all lawyers or just target female lawyers, familiarize yourself with what they do, where they congregate, how…
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