146: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship

Managing client data can be overwhelming and cumbersome without tools to stay organized. Why struggle to remember every detail when you can implement a foolproof process to capture and update client information on the regular?In this episode, Libby shares one of her favorite tools to deepen relationships and human-to-human interaction. The Family Tree Template allows you to manage data better, create stronger client bonds, and build a more efficient and effective practice by training your tea...