When the Yellow Pages first came out it was really great an innovative - and really the only place that was easy to go to find something you needed. And we usually made our purchases based off the size of the ad the business had placed. Why? We figured if they could...
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Month: February 2010
Top Areas of Focus – based on Client Needs
I mentioned in an earlier posting that Third Annual Wealth Counsel Survey of Attorneys in Estate Planning and promised to share some of the more relevant nuggets with my readers. Here is another nugget...Attorney's were asked what areas they were seeing as the highest...
When Grandma won’t leave…
I met with Frank and Joy the other day and they described a problem that is not only very common but more and more of my clients are wrestling with the same issue. So I thought I would share their story.Grandma is a feisty, spirited personality who has been living in...
The “Envelope” Please…
One of the largest and most respected attorney organizations in the country is called WealthCounsel. They just released their Third Annual Survey of Industry Trends and there were some "Ah-ha's" and interesting results that I thought you might be interested in hearing...