Here’s a practice building activity you might find helpful in your market. Recently, I had the honor of speaking at the Albuquerque office of AAEPA Member firm Morris Hall, PLLC, as part of “Jump Start Your Day with Jim and Leslie.” Partner Jim Plitz and attorney Leslie Thompson bring in estate planning related experts and advisers to speak with their existing and potential clients over coffee and pastries. Guest speakers come from fields such as finance, insurance, healthcare and even … [Read more...] about Connect to Your Clients with “Jump Start Your Day”
