Brian Nelson

What differentiates your practice from others in terms of client experience? Is it something that you, your staff or your clients can articulate? Are there certain things you want your clients to think, feel and do based on their experience? If not, then you are missing out on what could be a huge opportunity to deepen client relationships and grow your practice.

We all know that $84 trillion will transition to the next generation of clients and charities over the next 20-30 years. But what does that mean at the end of the day for you and your practice?