Multiple Offices – Best Practices

May 27, 2020 - 0 Comments

Multiple Offices – Best Practices

Asked Recently: I joined my new firm two years ago. I have recently been charged with managing the firm's Estate Planning (EP) practice. I'm trying to find ideas on how to leverage the firm's 22 locations in the Metro area. I currently meet clients multiple times (approximately 3-4 times) and in person. This worked great … Continue reading Multiple Offices – Best Practices

Read More