by Richard Mawer | Jun 15, 2022 | Business Growth
So if you're writing a Will for a referred client, as part of the fact finding process it can reveal a host of other opportunities for your services and clients! For example: So you’ve secured a referral from a client to do their Executors wills. The executor...
by Richard Mawer | May 25, 2022 | Marketing
A key challenge within the financial services, will writing or Estate planning world is to generate a steady stream of clients and referrals. Many underestimate the power of a referral and what it can do for a business. Referrals are largely made by a client if they...
