The Estate Planner's Practice Development Podcast

The Estate Planner's Practice Development Podcast


The Biggest Challenges for Small Firms

December 19, 2017

Today’s small and solo estate planning practices face the challenges of commoditization, automated online document preparation, and how to distinguish themselves in an increasingly competitive marketplace. Practice Development Experts Craig R. Hersch and Patrick Carlson provide valuable insight into these issues, and the mindsets necessary to overcome them.