The Art of Estate Planning Podcast

#9 15 ways to increase profit on your matters – Part 1


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Want you to feel like you’re thriving in your estate planning practice?

A key step is making sure each matter is as profitable as possible, giving you more time and energy to reinvest into delivering the best possible outcomes for your clients.

Join us for Part 1 of this topic where we share our tips for boosting your firm’s profitability while delivering even more value to your clients.

We’re all about making your life easier so we’ve packaged up all 15 tips into a handy cheat sheet here: https://www.theartofestateplanning.com.au/freebie-15-ways-to-maximise-profit

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The Art of Estate Planning PodcastBy Tara Lucke