Technical knowledge alone is not enough to build a thriving estate planning practice. Success also requires strong operational systems, clear client communication, and intentional business development. This session provides practical guidance on growing and managing a client centered estate planning practice, with a focus on streamlining client intake, managing expectations, and adopting effective business development strategies.
Originally presented as part of Estate Planning Short Course 2026.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
Expires 5/1/2028
Technical knowledge alone is not enough to build a thriving estate planning practice. Success also requires strong operational systems, clear client communication, and intentional business development. This session provides practical guidance on growing and managing a client centered estate planning practice, with a focus on streamlining client intake, managing expectations, and adopting effective business development strategies.
Hugh F. Drake, Brown, Hay + Stephens, Springfield
