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THE ROLLOUT: CAPTIVATE CLIENTS WITH ESTATE PLANNING SERVICES

For your estate planning services to make a difference in your revenue, you have to first get them in front of your clients. Matt Morris talks to Tina Powell, Partner & Chief of Community at Intention.ly, and Katie Noles, Certified Estate Planner with Privada Estate and Tax Planning, about the best ways to build hype, communicate effectively, measure marketing success, and more. Get ready for marketing strategies that will revolutionize your practice!