One of the areas that attorneys have told us that they struggle with is getting paid in a reasonable time. Some attorneys have told us it takes them a couple of months to get their estate planning clients back into their office for signing and to get paid. This doesn’t have to be the case. Even if you are getting your clients back sooner than a couple of months you should watch the video on how to get paid faster.
In the video you will..
- Learn about how the engagement letter effects your ability to get paid.
- Learn about what type of credit card processing company you should be using.
- Learn how to get the most out of sending your drafts to your clients.
To learn more about the Practical Planning System CLICK HERE